Purchases and Sales Made in Q3 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 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 17, 2022 Q3 2022
H&H Retirement Design & Management Inc

SELL
 -
-589
- 5.68%
$37.3K - $41.9K
9.79K $762K
Nov 09, 2022 Q3 2022
Hudson Portfolio Management LLC

Garrison, NY
SELL
 -
-620
- 1.81%
$39.2K - $44.1K
33.7K $2.62M
Nov 07, 2022 Q3 2022
Spire Wealth Management

SELL
 -
-648
- 8.36%
$41K - $46.1K
7.1K $553K
Nov 09, 2022 Q3 2022
Pinnacle Wealth Management Advisory Group, LLC

SELL
 -
-670
- 16.34%
$42.4K - $47.6K
3.43K $267K
Nov 03, 2022 Q3 2022
Avidian Wealth Solutions, LLC

SELL
 -
-697
- 9.62%
$44.1K - $49.6K
6.55K $510K
Oct 20, 2022 Q3 2022
Provident Wealth Management, LLC

SELL
 -
-711
- 3.49%
$45K - $50.6K
19.7K $1.53M
Nov 07, 2022 Q3 2022
Private Portfolio Partners LLC

SELL
 -
-740
- 6.61%
$46.8K - $52.6K
10.5K $814K
Mar 14, 2023 Q3 2022
Private Portfolio Partners LLC

SELL
 -
-741
- 6.62%
$46.9K - $52.7K
10.5K $814K
Nov 14, 2022 Q3 2022
Archetype Wealth Partners

Houston, TX
SELL
 -
-762
- 2.63%
$48.2K - $54.2K
28.2K $2.19M
Nov 14, 2022 Q3 2022
Invesco Ltd.

Atlanta, GA
SELL
 -
-784
- 7.74%
$49.6K - $55.8K
9.34K $727K
Oct 24, 2022 Q3 2022
Mv Capital Management, Inc.

SELL
 -
-803
- 8.37%
$50.8K - $57.1K
8.79K $684K
Nov 14, 2022 Q3 2022
Bokf, Na

Tulsa, OK
SELL
 -
-825
- 10.21%
$52.2K - $58.7K
7.26K $565K
Oct 04, 2022 Q3 2022
Advisor Net Financial, Inc

SELL
 -
-852
- 24.1%
$53.9K - $60.6K
2.68K $209K
Nov 03, 2022 Q3 2022
Baron Financial Group, LLC

Fair Lawn, NJ
SELL
 -
-860
- 1.05%
$54.4K - $61.2K
81.3K $6.33M
Oct 05, 2022 Q3 2022
First Hawaiian Bank

SELL
 -
-915
- 1.46%
$57.9K - $65.1K
61.7K $4.81M
Oct 18, 2022 Q3 2022
Wedbush Securities Inc

SELL
 -
-922
- 15.81%
$58.4K - $65.6K
4.91K $382K
Nov 14, 2022 Q3 2022
River Wealth Advisors LLC

Camp Hill, PA
SELL
 -
-950
- 0.49%
$60.1K - $67.6K
194K $15.1M
Nov 14, 2022 Q3 2022
Nations Financial Group Inc,

Cedar Rapids, IA
SELL
 -
-1K
- 19.09%
$63.3K - $71.1K
4.24K $330K
Nov 07, 2022 Q3 2022
Level Four Advisory Services, LLC

Dallas, TX
SELL
 -
-1.06K
- 13.5%
$66.8K - $75K
6.76K $526K
Oct 27, 2022 Q3 2022
Prospera Financial Services Inc

SELL
 -
-1.11K
- 5.69%
$70.3K - $79K
18.4K $1.43M
Oct 31, 2022 Q3 2022
Pinnacle Associates LTD

SELL
 -
-1.13K
- 5.77%
$71.2K - $80K
18.4K $1.43M
Nov 04, 2022 Q3 2022
True Private Wealth Advisors

SELL
 -
-1.14K
- 17.52%
$72K - $80.9K
5.35K $417K
Oct 27, 2022 Q3 2022
Cwm, LLC

SELL
 -
-1.2K
- 5.26%
$76.1K - $85.5K
21.6K $1.68M
Nov 10, 2022 Q3 2022
Steward Partners Investment Advisory, LLC

SELL
 -
-1.29K
- 1.4%
$81.8K - $91.9K
90.9K $7.08M
Nov 14, 2022 Q3 2022
Retirement Group, LLC

SELL
 -
-1.35K
- 43.39%
$85.3K - $95.9K
1.76K $137K
Aug 13, 2024 Q3 2022
Glen Eagle Advisors, LLC

Kingston, NJ
SELL
 -
-1.36K
- 14.29%
$86.2K - $96.9K
8.17K $636K
Nov 14, 2022 Q3 2022
Guardian Wealth Advisors, LLC

Raleigh, NC
SELL
 -
-1.43K
- 99.03%
$90.2K - $101K
14 $1.09K
Nov 02, 2022 Q3 2022
Aptus Capital Advisors, LLC

SELL
 -
-1.43K
- 74.33%
$90.2K - $101K
492 $38.3K
Nov 14, 2022 Q3 2022
Certified Advisory Corp

Altamonte Springs, FL
SELL
 -
-1.47K
- 7.92%
$93.2K - $105K
17.1K $1.33M
Nov 09, 2022 Q3 2022
Snowden Capital Advisors LLC

New York, NY
SELL
 -
-1.5K
- 20.69%
$95K - $107K
5.75K $448K
Oct 17, 2022 Q3 2022
Octavia Wealth Advisors, LLC

SELL
 -
-1.51K
- 2.14%
$95.6K - $107K
69.1K $5.38M
Nov 10, 2022 Q3 2022
Castleview Partners, LLC

Dallas, TX
SELL
 -
-1.52K
- 77.94%
$96.4K - $108K
431 $33.6K
Oct 13, 2022 Q3 2022
Legacy Financial Group LLC

SELL
 -
-1.57K
- 1.33%
$99.3K - $112K
116K $9.07M
Nov 01, 2022 Q3 2022
Modera Wealth Management, LLC

SELL
 -
-1.57K
- 1.3%
$99.6K - $112K
119K $9.26M
Nov 14, 2022 Q3 2022
Towerpoint Wealth, LLC

Sacramento, CA
SELL
 -
-1.69K
- 6.55%
$107K - $120K
24.1K $1.88M
Nov 14, 2022 Q3 2022
Powell Investment Advisors, LLC

SELL
 -
-1.7K
- 4.87%
$107K - $121K
33.1K $2.58M
Oct 26, 2022 Q3 2022
F3 Logic, LLC

SELL
 -
-1.78K
- 6.35%
$113K - $127K
26.2K $2.04M
Oct 13, 2022 Q3 2022
Old Port Advisors

SELL
 -
-1.79K
- 18.83%
$113K - $127K
7.69K $599K
Dec 05, 2022 Q3 2022
Centaurus Financial, Inc.

SELL
 -
-2K
- 6.88%
$127K - $142K
27.1K $2.11M
Nov 22, 2022 Q3 2022
Cva Family Office, LLC

SELL
 -
-2.1K
- 8.23%
$133K - $149K
23.4K $1.82M
Oct 31, 2022 Q3 2022
Geneva Partners, LLC

SELL
 -
-2.15K
- 27.98%
$136K - $153K
5.54K $432K
Nov 15, 2022 Q3 2022
Colony Group LLC

Boston, MA
SELL
 -
-2.26K
- 39.87%
$143K - $161K
3.41K $265K
Nov 09, 2022 Q3 2022
Bessemer Group Inc

Woodbridge, NJ
SELL
 -
-2.33K
- 4.25%
$147K - $166K
52.5K $4.08M
Oct 24, 2022 Q3 2022
Webster Bank, N. A.

SELL
 -
-2.35K
- 6.59%
$149K - $167K
33.4K $2.6M
Oct 28, 2022 Q3 2022
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
SELL
 -
-2.35K
- 29.34%
$149K - $167K
5.67K $441K
Nov 14, 2022 Q3 2022
Robertson Stephens Wealth Management, LLC

San Francisco, CA
SELL
 -
-2.38K
- 33.91%
$151K - $169K
4.64K $361K
Nov 14, 2022 Q3 2022
Logan Stone Capital, LLC

Chicago, IL
SELL
 -
-2.42K
- 7.88%
$153K - $172K
28.3K $2.2M
Nov 14, 2022 Q3 2022
Kestra Private Wealth Services, LLC

SELL
 -
-2.45K
- 32.64%
$155K - $174K
5.06K $394K
Nov 14, 2022 Q3 2022
Claraphi Advisory Network, LLC

SELL
 -
-2.46K
- 10.58%
$156K - $175K
20.8K $1.62M

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