Purchases and Sales Made in Q2 2024 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 Q2 2024. 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
Aug 12, 2024 Q2 2024
Elequin Capital LP

New York, NY
BUY
 -
276K
New
$19.2M - $20.1M
276K $21.8M
Aug 14, 2024 Q2 2024
Redwood Investment Management, LLC

Scottsdale, AZ
BUY
 -
257K
New
$17.9M - $18.7M
257K $20.3M
Aug 15, 2024 Q2 2024
Goodman Advisory Group, LLC

BUY
 -
153K
+ 16007.94%
$10.7M - $11.2M
154K $12.2M
Jul 16, 2024 Q2 2024
Wealth Enhancement Advisory Services, LLC

BUY
 -
93.8K
+ 75.45%
$6.53M - $6.83M
218K $17.2M
Aug 08, 2024 Q2 2024
Estate Counselors, LLC

BUY
 -
70.4K
+ 178.07%
$4.9M - $5.12M
110K $8.67M
Aug 13, 2024 Q2 2024
Petix & Botte CO

BUY
 -
66.7K
+ 99.5%
$4.64M - $4.86M
134K $10.6M
Aug 13, 2024 Q2 2024
Prudential Financial Inc

Newark, NJ
BUY
 -
62.8K
+ 181.88%
$4.37M - $4.57M
97.3K $7.67M
Sep 10, 2024 Q2 2024
Bluefin Capital Management, LLC

New York, NY
BUY
 -
62.3K
New
$4.33M - $4.53M
62.3K $4.91M
Aug 14, 2024 Q2 2024
Logan Stone Capital, LLC

Chicago, IL
BUY
 -
58.7K
+ 354.39%
$4.09M - $4.27M
75.3K $5.94M
Jul 29, 2024 Q2 2024
Sage Capital Management, LLC

Stockton, NJ
BUY
 -
53.8K
New
$3.75M - $3.92M
53.8K $4.25M
Aug 13, 2024 Q2 2024
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
37.7K
+ 912.87%
$2.62M - $2.74M
41.8K $3.3M
Aug 15, 2024 Q2 2024
Northwestern Mutual Wealth Management CO

BUY
 -
37.3K
+ 8.85%
$2.6M - $2.72M
459K $36.2M
Aug 14, 2024 Q2 2024
Sculptor Capital LP

New York, NY
BUY
 -
26.9K
New
$1.87M - $1.96M
26.9K $2.12M
Aug 14, 2024 Q2 2024
Alliancebernstein L.P.

New York, NY
BUY
 -
25.3K
+ 12.44%
$1.76M - $1.84M
228K $18M
Jul 19, 2024 Q2 2024
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
19.5K
+ 11.47%
$1.36M - $1.42M
190K $15M
Aug 12, 2024 Q2 2024
Jpmorgan Chase & CO

New York, NY
BUY
 -
16.7K
+ 19.97%
$1.16M - $1.21M
100K $7.89M
Jul 10, 2024 Q2 2024
Foresight Capital Management Advisors, Inc.

BUY
 -
15.3K
+ 78.2%
$1.07M - $1.11M
34.9K $2.75M
Aug 13, 2024 Q2 2024
Axs Investments LLC

Port Chester, NY
BUY
 -
15.1K
+ 120.66%
$1.05M - $1.1M
27.6K $2.18M
Aug 09, 2024 Q2 2024
Thrive Capital Management, LLC

Fort Washington, PA
BUY
 -
14.6K
New
$1.01M - $1.06M
14.6K $1.15M
Aug 12, 2024 Q2 2024
Wealth Trust Asset Management, LLC

Destin, FL
BUY
 -
12.3K
+ 20.59%
$859K - $899K
72.3K $5.7M
Aug 06, 2024 Q2 2024
Efg Asset Management (Americas) Corp.

BUY
 -
11.5K
+ 53.27%
$803K - $840K
33.2K $2.62M
Aug 09, 2024 Q2 2024
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
10.1K
+ 8.42%
$703K - $735K
130K $10.3M
Aug 13, 2024 Q2 2024
Congress Wealth Management LLC

Boston, MA
BUY
 -
10K
New
$696K - $728K
10K $789K
Aug 14, 2024 Q2 2024
Quadrature Capital LTD

London, X0
BUY
 -
9.2K
New
$640K - $670K
9.2K $726K
Jul 22, 2024 Q2 2024
Xml Financial, LLC

BUY
 -
6.96K
+ 3.59%
$485K - $507K
201K $15.9M
Jul 09, 2024 Q2 2024
Kingswood Wealth Advisors, LLC

San Diego, CA
BUY
 -
6.11K
+ 97.05%
$425K - $445K
12.4K $979K
Aug 08, 2024 Q2 2024
Oppenheimer Asset Management Inc.

New York, NY
BUY
 -
6.09K
+ 8.75%
$424K - $443K
75.7K $5.97M
Jul 25, 2024 Q2 2024
Amg National Trust Bank

BUY
 -
5.86K
+ 4.86%
$408K - $426K
126K $9.96M
Aug 07, 2024 Q2 2024
Oppenheimer & CO Inc

New York, NY
BUY
 -
5.76K
+ 5.0%
$401K - $419K
121K $9.54M
Jul 10, 2024 Q2 2024
Simplicity Wealth,Llc

BUY
 -
5.6K
+ 56.28%
$390K - $408K
15.6K $1.23M
Jul 25, 2024 Q2 2024
Clear Creek Financial Management, LLC

BUY
 -
5.25K
+ 44.54%
$366K - $382K
17K $1.34M
Aug 14, 2024 Q2 2024
Toroso Investments, LLC

Massapequa, NY
BUY
 -
5.22K
+ 56.37%
$363K - $380K
14.5K $1.14M
Aug 14, 2024 Q2 2024
Guggenheim Capital LLC

Chicago, IL
BUY
 -
5.01K
+ 2.16%
$349K - $365K
237K $18.7M
Aug 01, 2024 Q2 2024
Legacy Capital Wealth Partners, LLC

Little Rock, AR
BUY
 -
4.81K
+ 101.97%
$335K - $350K
9.52K $751K
Aug 01, 2024 Q2 2024
Financial Counselors Inc

BUY
 -
4.68K
New
$325K - $340K
4.68K $369K
Aug 15, 2024 Q2 2024
Granite Fo LLC

Bedford, NH
BUY
 -
4.56K
New
$317K - $332K
4.56K $359K
Jul 24, 2024 Q2 2024
Mc Adam, LLC

BUY
 -
4.55K
+ 3.73%
$317K - $331K
127K $9.98M
Jul 10, 2024 Q2 2024
Csenge Advisory Group

BUY
 -
4.48K
New
$312K - $326K
4.48K $354K
Aug 13, 2024 Q2 2024
Harvest Investment Services, LLC

BUY
 -
4.15K
New
$289K - $302K
4.15K $327K
Aug 13, 2024 Q2 2024
Gunn & CO Investment Management, Inc.

Jacksonville, FL
BUY
 -
4.03K
New
$281K - $294K
4.03K $318K
Jul 12, 2024 Q2 2024
Ignite Planners, LLC

BUY
 -
3.91K
+ 14.99%
$272K - $285K
30K $2.37M
Jul 26, 2024 Q2 2024
Aletheian Wealth Advisors LLC

BUY
 -
3.9K
+ 14.58%
$272K - $284K
30.7K $2.42M
Jul 18, 2024 Q2 2024
Brookstone Capital Management

BUY
 -
3.79K
New
$264K - $276K
3.79K $299K
Jul 16, 2024 Q2 2024
Burke & Herbert Bank & Trust CO

BUY
 -
3.79K
New
$264K - $276K
3.79K $299K
Jul 11, 2024 Q2 2024
Wesbanco Bank Inc

BUY
 -
3.76K
+ 9.3%
$262K - $274K
44.2K $3.49M
Jul 23, 2024 Q2 2024
H&H Retirement Design & Management Inc

BUY
 -
3.71K
+ 1.01%
$258K - $270K
373K $29.4M
Aug 02, 2024 Q2 2024
Strategy Asset Managers LLC

BUY
 -
3.71K
New
$258K - $270K
3.71K $292K
Aug 06, 2024 Q2 2024
Stephens Inc

BUY
 -
3.65K
+ 3.69%
$254K - $266K
103K $8.09M
Aug 09, 2024 Q2 2024
Avantax Advisory Services, Inc.

BUY
 -
3.16K
New
$220K - $230K
3.16K $249K

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