Institutional shares held 38.7 Million
700 calls
900 puts
Total value of holdings $2.89B
$52K calls
$67K puts
# of Institutions 559


Latest Institutional Activity in CWB

Top Purchases

Q1 2025
Simplicity Wealth,Llc Shares Held: 33.4K ($2.49M)
Q1 2025
Retireful, LLC Shares Held: 18K ($1.35M)
Q1 2025
Delta Capital Management LLC Shares Held: 1.09M ($81M)
Q1 2025
Kingswood Wealth Advisors, LLC Shares Held: 29.8K ($2.22M)
Q1 2025
Farther Finance Advisors, LLC Shares Held: 8.56K ($639K)

Top Sells

Q1 2025
New Square Capital LLC Shares Held: 80 ($5.97K)
Q1 2025
St Germain D J CO Inc Shares Held: 1.23K ($92.1K)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 143K ($10.7M)
Q1 2025
Oxinas Partners Wealth Management LLC Shares Held: 3.43K ($256K)
Q1 2025
Optivise Advisory Services LLC Shares Held: 47.2K ($3.52M)

About CWB

Track Institutional and Insider Activities on CWB

Follow SPDR BLOOMBERG CONVERTIBLE SEC and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells CWB shares.

Notify only if

Insider Trading

Get notified when an Spdr Bloomberg Convertible Sec insider buys or sells CWB shares.

Notify only if

News

Receive news related to SPDR BLOOMBERG CONVERTIBLE SEC

Track Activities on CWB