Purchases and Sales Made in Q3 2022 in Spdr Bloomberg Convertible Sec (CWB)
This table provides information about the institutional ownership of Spdr Bloomberg Convertible Sec (CWB) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2022
Q3 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
16.5K+ 433.08% |
$1.05M - $1.17M
|
20.3K
$1.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Apexium Financial, LP
|
BUY
|
- |
16.4KNew |
$1.04M - $1.17M
|
16.4K
$1.28M
|
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
16.1KNew |
$1.02M - $1.14M
|
16.1K
$1.25M
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
15.9K+ 41.09% |
$1.01M - $1.13M
|
54.7K
$4.26M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.2K+ 178.35% |
$774K - $870K
|
19.1K
$1.49M
|
|
|
Nov 01, 2022
Q3 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
12.2KNew |
$770K - $865K
|
12.2K
$947K
|
|
|
Oct 19, 2022
Q3 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
11.9K+ 76.44% |
$752K - $845K
|
27.4K
$2.14M
|
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
11.8K+ 272.66% |
$744K - $836K
|
16.1K
$1.25M
|
|
|
Nov 10, 2022
Q3 2022
|
Dakota Wealth Management
|
BUY
|
- |
11.3KNew |
$718K - $806K
|
11.3K
$883K
|
|
|
Oct 18, 2022
Q3 2022
|
Norway Savings Bank
|
BUY
|
- |
9.94K+ 111.87% |
$629K - $707K
|
18.8K
$1.47M
|
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
BUY
|
- |
8.3KNew |
$525K - $590K
|
8.3K
$646K
|
|
|
Oct 20, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
8.25KNew |
$522K - $586K
|
8.25K
$642K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.16K+ 74.7% |
$516K - $580K
|
19.1K
$1.48M
|
|
|
Oct 21, 2022
Q3 2022
|
Capital City Trust CO
|
BUY
|
- |
8.11K+ 47.74% |
$513K - $576K
|
25.1K
$1.95M
|
|
|
Nov 02, 2022
Q3 2022
|
Paulson Wealth Management Inc.
|
BUY
|
- |
7.56K+ 5.29% |
$478K - $537K
|
150K
$11.7M
|
|
|
Oct 24, 2022
Q3 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
7.46KNew |
$472K - $530K
|
7.46K
$580K
|
|
|
Nov 14, 2022
Q3 2022
|
Ascent Group, LLC
|
BUY
|
- |
6.82K+ 14.11% |
$432K - $485K
|
55.2K
$4.29M
|
|
|
Nov 10, 2022
Q3 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
6.64K+ 22.89% |
$420K - $472K
|
35.6K
$2.77M
|
|
|
Oct 26, 2022
Q3 2022
|
Advisor Resource Council
|
BUY
|
- |
6.28K+ 162.48% |
$397K - $446K
|
10.1K
$789K
|
|
|
Nov 14, 2022
Q3 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
5.99KNew |
$379K - $426K
|
5.99K
$466K
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.75K+ 0.59% |
$364K - $409K
|
987K
$76.8M
|
|
|
Nov 03, 2022
Q3 2022
|
Moneywise, Inc.
|
BUY
|
- |
5.66K+ 8.44% |
$358K - $402K
|
72.6K
$5.66M
|
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
BUY
|
- |
5.61K+ 50.98% |
$355K - $399K
|
16.6K
$1.29M
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.43KNew |
$344K - $386K
|
5.43K
$423K
|
|
|
Oct 19, 2022
Q3 2022
|
Rockland Trust CO
|
BUY
|
- |
4.98KNew |
$315K - $354K
|
4.98K
$387K
|
|
|
Oct 13, 2022
Q3 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
4.97KNew |
$314K - $353K
|
4.97K
$387K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.95K+ 12.54% |
$313K - $352K
|
44.4K
$3.46M
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.82K+ 8.01% |
$305K - $342K
|
64.9K
$5.05M
|
|
|
Oct 11, 2022
Q3 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
4.65KNew |
$294K - $330K
|
4.65K
$362K
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
4.41K+ 5.57% |
$279K - $314K
|
83.6K
$6.5M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.36K+ 11.53% |
$276K - $310K
|
42.2K
$3.28M
|
|
|
Nov 07, 2022
Q3 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
4.32KNew |
$274K - $307K
|
4.32K
$336K
|
|
|
Nov 08, 2022
Q3 2022
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
4.19K+ 20.08% |
$265K - $298K
|
25.1K
$1.95M
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.15K+ 9.06% |
$263K - $295K
|
49.9K
$3.89M
|
|
|
Nov 04, 2022
Q3 2022
|
Xml Financial, LLC
|
BUY
|
- |
4.05K+ 2.47% |
$256K - $288K
|
168K
$13.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
3.92KNew |
$248K - $279K
|
3.92K
$305K
|
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
3.89KNew |
$246K - $277K
|
3.89K
$303K
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.82K+ 67.9% |
$242K - $272K
|
9.45K
$736K
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.79K+ 2.46% |
$240K - $269K
|
158K
$12.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.72K+ 48.92% |
$235K - $264K
|
11.3K
$881K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.55K+ 92.38% |
$225K - $253K
|
7.4K
$576K
|
|
|
Oct 17, 2022
Q3 2022
|
Capital Advisors Inc
|
BUY
|
- |
3.55K+ 102.9% |
$225K - $252K
|
7K
$545K
|
|
|
Nov 03, 2022
Q3 2022
|
Windsor Capital Management, LLC
|
BUY
|
- |
3.51K+ 3.42% |
$222K - $250K
|
106K
$8.27M
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.43KNew |
$217K - $244K
|
3.43K
$267K
|
|
|
Feb 16, 2023
Q3 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
3.42K+ 2.82% |
$217K - $243K
|
125K
$9.73M
|
|
|
Nov 10, 2022
Q3 2022
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
3.39KNew |
$215K - $241K
|
3.39K
$264K
|
|
|
Nov 15, 2022
Q3 2022
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
3.34K+ 15.7% |
$212K - $238K
|
24.6K
$1.92M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.31KNew |
$209K - $235K
|
3.31K
$258K
|
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.23KNew |
$204K - $230K
|
3.23K
$251K
|
|
|
Nov 09, 2022
Q3 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
3.22K+ 25.04% |
$204K - $229K
|
16.1K
$1.25M
|