Purchases and Sales Made in Q1 2022 in Spdr Bloomberg Convertible Sec (CWB)

CWB Quotes by TradingView

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
May 09, 2022 Q1 2022
Mv Capital Management, Inc.

SELL
 -
-4.46K
- 15.18%
$319K - $369K
24.9K $1.99M
May 09, 2022 Q1 2022
Scotia Capital Inc.

SELL
 -
-4.5K
Closed
$322K - $372K
0 $0
Apr 22, 2022 Q1 2022
Kovitz Investment Group Partners, LLC

SELL
 -
-4.51K
Closed
$322K - $373K
0 $0
May 16, 2022 Q1 2022
Fine Mark National Bank & Trust

Fort Myers, FL
SELL
 -
-4.63K
Closed
$331K - $383K
0 $0
May 05, 2022 Q1 2022
Wilbanks Smith & Thomas Asset Management LLC

SELL
 -
-4.81K
Closed
$344K - $398K
0 $0
Apr 29, 2022 Q1 2022
Core Cap Advisors, LLC

Southfield, MI
SELL
 -
-4.82K
- 28.47%
$345K - $398K
12.1K $967K
Apr 18, 2022 Q1 2022
Cottonwood Capital Advisors, LLC

SELL
 -
-4.91K
- 17.18%
$351K - $406K
23.7K $1.89M
Apr 15, 2022 Q1 2022
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-5.02K
Closed
$359K - $415K
0 $0
May 16, 2022 Q1 2022
Vision Point Advisory Group, LLC

Dallas, TX
SELL
 -
-5.07K
- 47.45%
$362K - $419K
5.61K $448K
May 13, 2022 Q1 2022
Money Concepts Capital Corp

SELL
 -
-5.44K
- 36.47%
$389K - $450K
9.48K $757K
May 06, 2022 Q1 2022
Aspiriant, LLC

SELL
 -
-5.64K
Closed
$403K - $466K
0 $0
May 09, 2022 Q1 2022
True Private Wealth Advisors

SELL
 -
-5.67K
- 46.61%
$405K - $468K
6.49K $518K
Apr 28, 2022 Q1 2022
Townsquare Capital LLC

SELL
 -
-5.7K
Closed
$408K - $471K
0 $0
May 13, 2022 Q1 2022
Baird Financial Group, Inc.

Milwaukee, WI
SELL
 -
-5.89K
- 59.6%
$421K - $487K
3.99K $319K
May 16, 2022 Q1 2022
Hilltop Holdings Inc.

Dallas, TX
SELL
 -
-6K
- 39.83%
$429K - $496K
9.07K $724K
May 11, 2022 Q1 2022
Stone X Group Inc.

SELL
 -
-6.13K
Closed
$439K - $507K
0 $0
May 16, 2022 Q1 2022
Cary Street Partners Investment Advisory LLC

Richmond, VA
SELL
 -
-6.17K
Closed
$442K - $510K
0 $0
May 16, 2022 Q1 2022
Towerpoint Wealth, LLC

Sacramento, CA
SELL
 -
-6.18K
- 16.75%
$442K - $511K
30.7K $2.45M
May 16, 2022 Q1 2022
Afg Fiduciary Services Limited Partnership

Hingham, MA
SELL
 -
-6.21K
- 26.7%
$444K - $513K
17.1K $1.36M
May 16, 2022 Q1 2022
Robbins Farley LLC

Manchester, NH
SELL
 -
-6.25K
Closed
$447K - $517K
0 $0
May 13, 2022 Q1 2022
Mgo One Seven LLC

Beachwood, OH
SELL
 -
-6.27K
- 25.85%
$448K - $518K
18K $1.44M
Apr 07, 2022 Q1 2022
Fieldpoint Private Securities, LLC

SELL
 -
-6.39K
- 51.87%
$457K - $528K
5.93K $474K
May 18, 2022 Q1 2022
Golden State Equity Partners

South Coast Metro, CA
SELL
 -
-6.53K
- 46.94%
$467K - $540K
7.38K $590K
May 16, 2022 Q1 2022
Ken Griffin Citadel Advisors LLC | Chicago, Il
SELL
 -
-6.75K
- 71.32%
$483K - $558K
2.71K $217K
Apr 20, 2022 Q1 2022
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-6.8K
- 37.25%
$486K - $562K
11.5K $915K
May 06, 2022 Q1 2022
Crabel Capital Management, LLC

Milwaukee, WI
SELL
 -
-6.99K
Closed
$500K - $578K
0 $0
May 04, 2022 Q1 2022
Janney Montgomery Scott LLC

SELL
 -
-7.03K
- 6.57%
$503K - $581K
99.9K $7.98M
Apr 20, 2022 Q1 2022
Koshinski Asset Management, Inc.

SELL
 -
-7.24K
- 43.8%
$518K - $599K
9.29K $742K
Apr 29, 2022 Q1 2022
Accel Wealth Management

SELL
 -
-7.33K
Closed
$524K - $606K
0 $0
May 03, 2022 Q1 2022
Florin Court Capital LLP

SELL
 -
-7.7K
- 65.25%
$551K - $636K
4.1K $328K
May 13, 2022 Q1 2022
Nations Financial Group Inc,

Cedar Rapids, IA
SELL
 -
-7.84K
- 55.64%
$561K - $648K
6.25K $499K
Apr 14, 2022 Q1 2022
Minot Wealth Management LLC

SELL
 -
-7.98K
- 29.6%
$570K - $659K
19K $1.52M
Apr 05, 2022 Q1 2022
Silverleafe Capital Partners, LLC

Memphis, TN
SELL
 -
-8.36K
Closed
$598K - $691K
0 $0
May 05, 2022 Q1 2022
Riggs Asset Managment Co. Inc.

SELL
 -
-8.67K
- 10.77%
$620K - $717K
71.8K $5.74M
May 09, 2022 Q1 2022
Bank Julius Baer & Co. Ltd, Zurich

SELL
 -
-8.8K
Closed
$629K - $727K
0 $0
May 05, 2022 Q1 2022
Foresight Capital Management Advisors, Inc.

SELL
 -
-8.97K
- 78.62%
$642K - $742K
2.44K $195K
May 05, 2022 Q1 2022
Professional Financial Advisors, LLC

SELL
 -
-9.29K
- 99.98%
$665K - $768K
2 $160
May 03, 2022 Q1 2022
Modera Wealth Management, LLC

SELL
 -
-9.34K
- 13.2%
$668K - $772K
61.4K $4.91M
Apr 12, 2022 Q1 2022
E&G Advisors, LP

SELL
 -
-9.42K
Closed
$674K - $778K
0 $0
May 09, 2022 Q1 2022
Treasure Coast Financial Planning

SELL
 -
-9.59K
Closed
$686K - $793K
0 $0
Aug 13, 2024 Q1 2022
Glen Eagle Advisors, LLC

Kingston, NJ
SELL
 -
-9.69K
- 43.29%
$693K - $801K
12.7K $1.01M
May 12, 2022 Q1 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-9.7K
- 0.72%
$694K - $802K
1.33M $106M
May 02, 2022 Q1 2022
Eagle Strategies LLC

New York, NY
SELL
 -
-9.92K
- 48.19%
$710K - $820K
10.7K $852K
May 13, 2022 Q1 2022
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-10.3K
- 20.27%
$738K - $852K
40.6K $3.24M
Apr 18, 2022 Q1 2022
Colton Groome Financial Advisors, LLC

SELL
 -
-10.4K
Closed
$745K - $861K
0 $0
May 04, 2022 Q1 2022
Ausdal Financial Partners, Inc.

Davenport, IA
SELL
 -
-10.5K
- 40.4%
$753K - $870K
15.5K $1.24M
May 16, 2022 Q1 2022
Logan Stone Capital, LLC

Chicago, IL
SELL
 -
-10.5K
Closed
$753K - $870K
0 $0
May 12, 2022 Q1 2022
Citigroup Inc

SELL
 -
-10.7K
- 17.01%
$764K - $883K
52.1K $4.16M
May 13, 2022 Q1 2022
Financial Gravity Asset Management, Inc.

SELL
 -
-11.2K
- 98.43%
$800K - $925K
178 $14.2K

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

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on CWB