Purchases and Sales Made in Q3 2023 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 2023. 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 13, 2023 Q3 2023
Brown Brothers Harriman & CO

New York, NY
BUY
 -
12.4K
+ 516.67%
$838K - $892K
14.8K $1.17M
Nov 14, 2023 Q3 2023
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
10.2K
+ 86.57%
$692K - $736K
22.1K $1.74M
Nov 15, 2023 Q3 2023
Toroso Investments, LLC

Massapequa, NY
BUY
 -
9.99K
New
$675K - $718K
9.99K $788K
Nov 14, 2023 Q3 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
9.43K
+ 28.39%
$637K - $678K
42.6K $3.36M
Nov 14, 2023 Q3 2023
Guggenheim Capital LLC

Chicago, IL
BUY
 -
9.27K
+ 3.62%
$626K - $666K
265K $20.9M
Nov 14, 2023 Q3 2023
Transamerica Financial Advisors, Inc.

Clearwater, FL
BUY
 -
9.08K
+ 12.92%
$614K - $653K
79.3K $6.26M
Oct 24, 2023 Q3 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
9K
+ 2.95%
$608K - $647K
315K $24.8M
Nov 09, 2023 Q3 2023
Axs Investments LLC

Port Chester, NY
BUY
 -
9K
+ 128.57%
$608K - $647K
16K $1.26M
Oct 24, 2023 Q3 2023
Strategic Investment Advisors

Farmington Hills, MI
BUY
 -
8.1K
+ 4.61%
$547K - $582K
184K $14.5M
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
7.42K
+ 8.75%
$501K - $533K
92.2K $7.28M
Aug 29, 2024 Q3 2023
Waldron Private Wealth LLC

BUY
 -
6.45K
+ 2.84%
$436K - $464K
233K $18.4M
Oct 26, 2023 Q3 2023
Waldron Private Wealth LLC

BUY
 -
6.45K
+ 2.84%
$436K - $464K
233K $18.4M
Nov 14, 2023 Q3 2023
Hall Private Wealth Advisors

BUY
 -
6.37K
+ 2.53%
$430K - $458K
259K $20.4M
Nov 15, 2023 Q3 2023
Morgan Stanley

New York, NY
BUY
 -
6.24K
+ 0.3%
$421K - $448K
2.08M $164M
Nov 14, 2023 Q3 2023
Old North State Trust, LLC

Greensboro, NC
BUY
 -
6.07K
+ 7.53%
$410K - $437K
86.7K $6.84M
Nov 06, 2023 Q3 2023
Pfg Investments, LLC

Woodbury, NY
BUY
 -
5.84K
New
$395K - $420K
5.84K $461K
Nov 14, 2023 Q3 2023
Petix & Botte CO

BUY
 -
5.79K
+ 4.44%
$391K - $416K
136K $10.7M
Oct 24, 2023 Q3 2023
Patton Albertson Miller Group, LLC

BUY
 -
5.7K
New
$385K - $410K
5.7K $450K
Nov 13, 2023 Q3 2023
Geller Advisors LLC

New York, NY
BUY
 -
4.56K
New
$308K - $328K
4.56K $360K
Nov 09, 2023 Q3 2023
Db Wealth Management Group, LLC

San Diego, CA
BUY
 -
4.52K
+ 112.31%
$306K - $325K
8.55K $675K
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
4.09K
New
$276K - $294K
4.09K $323K
Oct 31, 2023 Q3 2023
Money Concepts Capital Corp

BUY
 -
3.99K
New
$269K - $287K
3.99K $315K
Nov 14, 2023 Q3 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
3.82K
+ 19.95%
$258K - $275K
23K $1.81M
Nov 13, 2023 Q3 2023
Cibc Private Wealth Group, LLC

BUY
 -
3.18K
New
$215K - $228K
3.18K $251K
Oct 11, 2023 Q3 2023
Polaris Wealth Advisory Group, LLC

BUY
 -
3.16K
New
$213K - $227K
3.16K $249K
Nov 13, 2023 Q3 2023
R Pg Family Wealth Advisory, LLC

Burlington, MA
BUY
 -
3.15K
+ 8.79%
$213K - $227K
39K $3.08M
Oct 19, 2023 Q3 2023
Simplicity Wealth,Llc

BUY
 -
3.13K
New
$212K - $225K
3.13K $247K
Nov 03, 2023 Q3 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
2.98K
+ 16.74%
$201K - $214K
20.8K $1.64M
Nov 14, 2023 Q3 2023
Cwa Asset Management Group, LLC

BUY
 -
2.97K
New
$201K - $214K
2.97K $235K
Nov 14, 2023 Q3 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
2.96K
New
$200K - $213K
2.96K $233K
Nov 14, 2023 Q3 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
2.73K
+ 25.87%
$185K - $196K
13.3K $1.05M
Nov 13, 2023 Q3 2023
Mariner, LLC

Overland Park, KS
BUY
 -
2.66K
+ 14.3%
$179K - $191K
21.2K $1.67M
Nov 14, 2023 Q3 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
2.61K
+ 4.08%
$176K - $188K
66.7K $5.26M
Oct 24, 2023 Q3 2023
Wealth Management Resources, Inc.

BUY
 -
2.59K
+ 13.72%
$175K - $186K
21.5K $1.69M
Nov 02, 2023 Q3 2023
Private Advisor Group, LLC

BUY
 -
2.52K
+ 3.38%
$170K - $181K
77.2K $6.09M
Nov 13, 2023 Q3 2023
Seldon Capital LP

San Francisco, CA
BUY
 -
2.48K
+ 60.87%
$167K - $178K
6.54K $516K
Nov 14, 2023 Q3 2023
United Community Bank

Greenville, SC
BUY
 -
2.21K
New
$150K - $159K
2.21K $175K
Nov 13, 2023 Q3 2023
Centaurus Financial, Inc.

BUY
 -
2.14K
+ 47.2%
$144K - $154K
6.66K $525K
Oct 13, 2023 Q3 2023
David J Yvars Group

BUY
 -
2.1K
+ 3.26%
$142K - $151K
66.5K $5.25M
Oct 31, 2023 Q3 2023
Mc Adam, LLC

BUY
 -
2.06K
+ 2.03%
$139K - $148K
103K $8.16M
Oct 23, 2023 Q3 2023
Norway Savings Bank

BUY
 -
2.01K
+ 5.81%
$135K - $144K
36.5K $2.88M
Nov 08, 2023 Q3 2023
D.A. Davidson & Co.

BUY
 -
1.99K
+ 23.3%
$134K - $143K
10.5K $829K
Oct 31, 2023 Q3 2023
Hf Advisory Group, LLC

Annapolis, MD
BUY
 -
1.96K
+ 5.2%
$132K - $141K
39.7K $3.13M
Nov 07, 2023 Q3 2023
Cutler Group LP

BUY
 -
1.91K
+ 954.5%
$129K - $137K
2.11K $166K
Nov 14, 2023 Q3 2023
Evercore Wealth Management, LLC

New York, NY
BUY
 -
1.76K
+ 51.46%
$119K - $126K
5.18K $408K
Nov 01, 2023 Q3 2023
Paulson Wealth Management Inc.

BUY
 -
1.7K
+ 1.39%
$115K - $122K
124K $9.82M
Nov 01, 2023 Q3 2023
Orion Portfolio Solutions, LLC

BUY
 -
1.68K
+ 0.32%
$113K - $121K
518K $40.9M
Oct 12, 2023 Q3 2023
Ifp Advisors, Inc

BUY
 -
1.67K
+ 4.63%
$113K - $120K
37.7K $2.98M
Oct 18, 2023 Q3 2023
Signature Securities Group Corporation

BUY
 -
1.64K
+ 5.74%
$111K - $118K
30.2K $2.38M

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