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 27, 2022
Q1 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
6.26K+ 2.17% |
$448K - $518K
|
294K
$23.2M
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
5.94K+ 26.91% |
$425K - $491K
|
28K
$2.21M
|
|
|
May 02, 2022
Q1 2022
|
Xml Financial, LLC
|
BUY
|
- |
5.82K+ 3.8% |
$416K - $481K
|
159K
$12.6M
|
|
|
Feb 16, 2023
Q1 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
5.69K+ 5.22% |
$407K - $470K
|
115K
$9.05M
|
|
|
May 09, 2022
Q1 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
5.44K+ 2.9% |
$389K - $450K
|
193K
$15.3M
|
|
|
May 06, 2022
Q1 2022
|
Retireful, LLC
|
BUY
|
- |
4.73KNew |
$338K - $391K
|
4.73K
$373K
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.7K+ 14.51% |
$336K - $389K
|
37.1K
$2.93M
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
4.17KNew |
$298K - $344K
|
4.17K
$329K
|
|
|
May 02, 2022
Q1 2022
|
Wbi Investments, Inc.
|
BUY
|
- |
4.14KNew |
$296K - $342K
|
4.14K
$326K
|
|
|
May 04, 2022
Q1 2022
|
Cavalier Investments, LLC
|
BUY
|
- |
3.88K+ 8.25% |
$277K - $321K
|
50.9K
$4.02M
|
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
3.84KNew |
$275K - $317K
|
3.84K
$303K
|
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
3.8K+ 27.14% |
$272K - $314K
|
17.8K
$1.4M
|
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
3.48K+ 101.75% |
$249K - $288K
|
6.9K
$544K
|
|
|
May 05, 2022
Q1 2022
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
3.44K+ 6.18% |
$246K - $285K
|
59.2K
$4.67M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.44K+ 21.58% |
$246K - $284K
|
19.4K
$1.53M
|
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.26KNew |
$233K - $269K
|
3.26K
$257K
|
|
|
Apr 07, 2022
Q1 2022
|
Mc Adam, LLC
|
BUY
|
- |
3.19K+ 2.56% |
$228K - $263K
|
128K
$10.1M
|
|
|
May 16, 2022
Q1 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
3.17K+ 30.21% |
$227K - $262K
|
13.7K
$1.08M
|
|
|
Sep 21, 2023
Q1 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
3.17K+ 30.21% |
$227K - $262K
|
13.7K
$1.08M
|
|
|
May 12, 2022
Q1 2022
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
3.14K+ 11.75% |
$224K - $259K
|
29.8K
$2.35M
|
|
|
May 04, 2022
Q1 2022
|
Windsor Capital Management, LLC
|
BUY
|
- |
3.05K+ 3.45% |
$218K - $252K
|
91.2K
$7.2M
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.04K+ 71.36% |
$217K - $251K
|
7.3K
$576K
|
|
|
May 16, 2022
Q1 2022
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
3KNew |
$215K - $248K
|
3K
$237K
|
|
|
May 09, 2022
Q1 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
2.96K+ 18.84% |
$212K - $245K
|
18.7K
$1.47M
|
|
|
May 09, 2022
Q1 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
2.78K+ 9.32% |
$199K - $230K
|
32.6K
$2.57M
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.75K+ 35.03% |
$197K - $227K
|
10.6K
$837K
|
|
|
Apr 19, 2024
Q1 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.73KNew |
$195K - $226K
|
2.73K
$215K
|
|
|
May 16, 2022
Q1 2022
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
2.71K+ 7.83% |
$193K - $224K
|
37.3K
$2.94M
|
|
|
May 13, 2022
Q1 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.66KNew |
$190K - $220K
|
2.66K
$210K
|
|
|
Apr 26, 2022
Q1 2022
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.64KNew |
$189K - $218K
|
2.64K
$208K
|
|
|
May 27, 2022
Q1 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
2.53K+ 8.66% |
$181K - $209K
|
31.7K
$2.5M
|
|
|
May 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.4KNew |
$172K - $198K
|
2.4K
$189K
|
|
|
Apr 18, 2022
Q1 2022
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
2.27K+ 19.62% |
$162K - $187K
|
13.8K
$1.09M
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
2.22K+ 84.05% |
$159K - $183K
|
4.86K
$383K
|
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.05K+ 34.44% |
$146K - $169K
|
7.98K
$630K
|
|
|
May 05, 2022
Q1 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
2.04K+ 8.3% |
$146K - $168K
|
26.6K
$2.1M
|
|
|
Apr 26, 2022
Q1 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.91K+ 7.43% |
$137K - $158K
|
27.6K
$2.18M
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1.88K+ 2.76% |
$134K - $155K
|
69.9K
$5.52M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.81K+ 2.86% |
$129K - $149K
|
65K
$5.13M
|
|
|
Jul 28, 2022
Q1 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
1.74K+ 15.28% |
$124K - $144K
|
13.1K
$1.03M
|
|
|
May 13, 2022
Q1 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
1.59K+ 6.75% |
$114K - $131K
|
25.2K
$1.98M
|
|
|
May 03, 2022
Q1 2022
|
Values First Advisors, Inc.
|
BUY
|
- |
1.58K+ 11.24% |
$113K - $130K
|
15.6K
$1.23M
|
|
|
May 02, 2022
Q1 2022
|
Paulson Wealth Management Inc.
|
BUY
|
- |
1.54K+ 1.1% |
$110K - $127K
|
141K
$11.2M
|
|
|
May 13, 2022
Q1 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
1.52K+ 1.89% |
$109K - $126K
|
81.9K
$6.46M
|
|
|
Apr 25, 2022
Q1 2022
|
First Premier Bank
|
BUY
|
- |
1.38KNew |
$98.4K - $114K
|
1.38K
$108K
|
|
|
Apr 19, 2022
Q1 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.34K+ 30.57% |
$95.9K - $111K
|
5.72K
$452K
|
|
|
May 12, 2022
Q1 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.33K+ 9.22% |
$95.2K - $110K
|
15.8K
$1.24M
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.3KNew |
$93K - $107K
|
1.3K
$103K
|
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
1.24K+ 13.48% |
$89K - $103K
|
10.5K
$826K
|
|
|
Apr 29, 2022
Q1 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1.12K+ 19.14% |
$80.2K - $92.7K
|
6.98K
$551K
|