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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2022
Q3 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
3.06K+ 8.1% |
$193K - $217K
|
40.7K
$3.28M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.85K+ 7.58% |
$180K - $202K
|
40.4K
$3.25M
|
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2.57KNew |
$163K - $183K
|
2.57K
$207K
|
|
|
Oct 24, 2022
Q3 2022
|
Calamos Wealth Management LLC
|
BUY
|
- |
2.53K+ 10.59% |
$160K - $180K
|
26.4K
$2.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
2.44K+ 62.97% |
$154K - $173K
|
6.3K
$508K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.02K+ 1.96% |
$128K - $144K
|
105K
$8.47M
|
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2K+ 2.88% |
$127K - $142K
|
71.5K
$5.75M
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.96K+ 4.42% |
$124K - $140K
|
46.3K
$3.73M
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.92K+ 11.98% |
$122K - $137K
|
17.9K
$1.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
1.85K+ 31.01% |
$117K - $132K
|
7.82K
$629K
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.79K+ 7.42% |
$113K - $128K
|
26K
$2.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.76K+ 21.53% |
$112K - $125K
|
9.96K
$802K
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1.68K+ 2.42% |
$106K - $119K
|
70.9K
$5.71M
|
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
BUY
|
- |
1.58K+ 15.62% |
$100K - $113K
|
11.7K
$945K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
1.55K+ 155.3% |
$98.3K - $110K
|
2.55K
$206K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.5K+ 111.0% |
$95.2K - $107K
|
2.86K
$230K
|
|
|
Oct 19, 2022
Q3 2022
|
L.M. Kohn & Company
|
BUY
|
- |
1.5K+ 7.83% |
$95K - $107K
|
20.6K
$1.66M
|
|
|
Nov 14, 2022
Q3 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1.46K+ 7.69% |
$92.4K - $104K
|
20.4K
$1.65M
|
|
|
Nov 15, 2022
Q3 2022
|
Penobscot Wealth Management
|
BUY
|
- |
1.34K+ 4.23% |
$84.9K - $95.4K
|
33K
$2.66M
|
|
|
Oct 13, 2022
Q3 2022
|
Wealth Management Resources, Inc.
|
BUY
|
- |
1.34K+ 17.66% |
$84.5K - $94.9K
|
8.9K
$716K
|
|
|
Nov 14, 2022
Q3 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
1.33KNew |
$84.3K - $94.7K
|
1.33K
$107K
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.33K+ 42.15% |
$84.1K - $94.5K
|
4.48K
$361K
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.3K+ 15.41% |
$82.4K - $92.5K
|
9.74K
$785K
|
|
|
Nov 14, 2022
Q3 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
1.29K+ 7.02% |
$81.9K - $92K
|
19.7K
$1.59M
|
|
|
Oct 21, 2022
Q3 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1.14K+ 22.55% |
$72.4K - $81.3K
|
6.22K
$501K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.06K+ 3.78% |
$67K - $75.3K
|
29.1K
$2.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.04K+ 18.39% |
$65.7K - $73.8K
|
6.68K
$538K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.02KNew |
$64.3K - $72.2K
|
1.02K
$81.8K
|
|
|
Nov 10, 2022
Q3 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
909+ 13.15% |
$57.5K - $64.6K
|
7.82K
$630K
|
|
|
Nov 14, 2022
Q3 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
818+ 2.63% |
$51.8K - $58.2K
|
31.9K
$2.57M
|
|
|
Nov 14, 2022
Q3 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
811+ 4.7% |
$51.3K - $57.7K
|
18.1K
$1.46M
|
|
|
Nov 07, 2022
Q3 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
804New |
$50.9K - $57.2K
|
804
$64.8K
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
800New |
$50.6K - $56.9K
|
800
$64.4K
|
|
|
Nov 10, 2022
Q3 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
773+ 2.28% |
$48.9K - $55K
|
34.6K
$2.79M
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
- |
596+ 1.18% |
$37.7K - $42.4K
|
51K
$4.11M
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
595+ 30.31% |
$37.7K - $42.3K
|
2.56K
$206K
|
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
552+ 4.22% |
$34.9K - $39.3K
|
13.6K
$1.1M
|
|
|
Oct 12, 2022
Q3 2022
|
City Holding CO
|
BUY
|
- |
536+ 277.72% |
$33.9K - $38.1K
|
729
$58.7K
|
|
|
Oct 13, 2022
Q3 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
534+ 1.58% |
$33.8K - $38K
|
34.4K
$2.77M
|
|
|
Oct 06, 2022
Q3 2022
|
Krilogy Financial LLC
|
BUY
|
- |
505+ 8.07% |
$32K - $35.9K
|
6.76K
$545K
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
483+ 6.47% |
$30.6K - $34.3K
|
7.95K
$640K
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
480New |
$30.4K - $34.1K
|
480
$38.7K
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
472+ 10.09% |
$29.9K - $33.6K
|
5.15K
$415K
|
|
|
Nov 02, 2022
Q3 2022
|
Cim, LLC
|
BUY
|
- |
446+ 1.25% |
$28.2K - $31.7K
|
36K
$2.9M
|
|
|
Oct 31, 2022
Q3 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
431+ 3.83% |
$27.3K - $30.6K
|
11.7K
$942K
|
|
|
Oct 24, 2022
Q3 2022
|
First National Corp
|
BUY
|
- |
382+ 1.23% |
$24.2K - $27.2K
|
31.5K
$2.54M
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
325New |
$20.6K - $23.1K
|
325
$26.2K
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
316+ 0.27% |
$20K - $22.5K
|
116K
$9.37M
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
300New |
$19K - $21.3K
|
300
$24.2K
|
|
|
Oct 13, 2022
Q3 2022
|
Patten Group, Inc.
|
BUY
|
- |
299+ 0.98% |
$18.9K - $21.3K
|
30.8K
$2.48M
|