Purchases and Sales Made in Q1 2022 in Spdr Bloomberg Convertible Sec (CWB)
This table provides information about the institutional ownership of Spdr Bloomberg Convertible Sec (CWB) during Q1 2022. The information is specifically focused on institutions that hold shares of SPDR BLOOMBERG CONVERTIBLE SEC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
865K+ 2444.89% |
$61.9M - $71.5M
|
901K
$71.1M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
594K+ 4388.38% |
$42.5M - $49.1M
|
607K
$47.9M
|
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
574K+ 1398.06% |
$41.1M - $47.5M
|
616K
$48.6M
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
505K+ 1004.0% |
$36.1M - $41.7M
|
555K
$43.8M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
419K+ 45.87% |
$30M - $34.7M
|
1.33M
$105M
|
|
|
Apr 19, 2022
Q1 2022
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
270K+ 6997.05% |
$19.3M - $22.3M
|
274K
$21.6M
|
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
169K+ 20.42% |
$12.1M - $14M
|
999K
$78.8M
|
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
157K+ 503.16% |
$11.2M - $13M
|
188K
$14.8M
|
|
|
May 10, 2022
Q1 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
131KNew |
$9.36M - $10.8M
|
131K
$10.3M
|
|
|
May 02, 2022
Q1 2022
|
Conning Inc.
|
BUY
|
- |
120KNew |
$8.58M - $9.92M
|
120K
$9.47M
|
|
|
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
96.4K+ 35.94% |
$6.89M - $7.96M
|
364K
$28.8M
|
|
|
Apr 21, 2022
Q1 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
87K+ 2048.28% |
$6.22M - $7.19M
|
91.2K
$7.2M
|
|
|
May 16, 2022
Q1 2022
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
65.7KNew |
$4.7M - $5.43M
|
65.7K
$5.18M
|
|
|
Apr 26, 2022
Q1 2022
|
Petix & Botte CO
|
BUY
|
- |
62.3K+ 103.25% |
$4.46M - $5.15M
|
123K
$9.68M
|
|
|
Apr 06, 2022
Q1 2022
|
First Hawaiian Bank
|
BUY
|
- |
59.7KNew |
$4.27M - $4.94M
|
59.7K
$4.71M
|
|
|
Apr 12, 2022
Q1 2022
|
Legacy Financial Group LLC
|
BUY
|
- |
56.2K+ 107.24% |
$4.02M - $4.65M
|
109K
$8.57M
|
|
|
May 02, 2022
Q1 2022
|
Hall Private Wealth Advisors
|
BUY
|
- |
54K+ 39.06% |
$3.86M - $4.46M
|
192K
$15.2M
|
|
|
May 09, 2022
Q1 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
48.8KNew |
$3.49M - $4.03M
|
48.8K
$3.85M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
46.5K+ 1.91% |
$3.33M - $3.84M
|
2.48M
$196M
|
|
|
May 16, 2022
Q1 2022
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
BUY
|
- |
46.4KNew |
$3.32M - $3.84M
|
46.4K
$3.66M
|
|
|
May 09, 2022
Q1 2022
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
44.4K+ 10692.77% |
$3.17M - $3.67M
|
44.8K
$3.53M
|
|
|
May 06, 2022
Q1 2022
|
Pictet North America Advisors Sa
|
BUY
|
- |
27K+ 4.88% |
$1.93M - $2.24M
|
581K
$45.8M
|
|
|
May 04, 2022
Q1 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
25.9K+ 4.64% |
$1.85M - $2.14M
|
584K
$46.1M
|
|
|
Apr 20, 2022
Q1 2022
|
Moneywise, Inc.
|
BUY
|
- |
25.5K+ 57.76% |
$1.83M - $2.11M
|
69.7K
$5.5M
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
23.1KNew |
$1.66M - $1.91M
|
23.1K
$1.83M
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
BUY
|
- |
21.9K+ 814.08% |
$1.56M - $1.81M
|
24.5K
$1.94M
|
|
|
Apr 12, 2022
Q1 2022
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
21.7K+ 3.33% |
$1.55M - $1.79M
|
673K
$53.1M
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
20.9K+ 44.77% |
$1.5M - $1.73M
|
67.7K
$5.34M
|
|
|
May 25, 2022
Q1 2022
|
L.M. Kohn & Company
|
BUY
|
- |
19.3KNew |
$1.38M - $1.59M
|
19.3K
$1.52M
|
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
18.8K+ 521.11% |
$1.35M - $1.56M
|
22.4K
$1.77M
|
|
|
Apr 27, 2022
Q1 2022
|
Horizon Financial Services, LLC
|
BUY
|
- |
17.4K+ 68.2% |
$1.24M - $1.44M
|
42.9K
$3.38M
|
|
|
Apr 28, 2022
Q1 2022
|
Harfst & Associates, Inc.
|
BUY
|
- |
16.6K+ 13.19% |
$1.19M - $1.37M
|
142K
$11.2M
|
|
|
May 16, 2022
Q1 2022
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
13.9KNew |
$995K - $1.15M
|
13.9K
$1.1M
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
13.5K+ 11.35% |
$967K - $1.12M
|
133K
$10.5M
|
|
|
May 13, 2022
Q1 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
13.5K+ 2.31% |
$962K - $1.11M
|
596K
$47M
|
|
|
May 09, 2022
Q1 2022
|
Banco Santander, S.A.
|
BUY
|
- |
13.4K+ 90.15% |
$961K - $1.11M
|
28.3K
$2.24M
|
|
|
Apr 28, 2022
Q1 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
13.3K+ 58.91% |
$954K - $1.1M
|
36K
$2.84M
|
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
BUY
|
- |
12.9K+ 6.62% |
$923K - $1.07M
|
208K
$16.4M
|
|
|
Apr 12, 2022
Q1 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
12.9K+ 3.89% |
$920K - $1.06M
|
343K
$27.1M
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.2K+ 8.76% |
$872K - $1.01M
|
151K
$11.9M
|
|
|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
11.4KNew |
$813K - $939K
|
11.4K
$897K
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
11.2K+ 589.52% |
$800K - $925K
|
13.1K
$1.03M
|
|
|
Aug 11, 2023
Q1 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
9.56K+ 148.42% |
$684K - $790K
|
16K
$1.26M
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
9.37KNew |
$670K - $774K
|
9.37K
$739K
|
|
|
Apr 26, 2022
Q1 2022
|
First National Corp
|
BUY
|
- |
7.27K+ 30.4% |
$520K - $601K
|
31.2K
$2.46M
|
|
|
Apr 29, 2022
Q1 2022
|
Lake Street Financial LLC
|
BUY
|
- |
7.21KNew |
$516K - $596K
|
7.21K
$569K
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
7.18K+ 1071.19% |
$513K - $593K
|
7.85K
$619K
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.97K+ 22.88% |
$499K - $576K
|
37.5K
$2.95M
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.49K+ 5.77% |
$464K - $537K
|
119K
$9.39M
|
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.43K+ 19.64% |
$460K - $532K
|
39.2K
$3.09M
|