Purchases and Sales Made in Q3 2024 in Spdr Bloomberg Convertible Sec (CWB)
This table provides information about the institutional ownership of Spdr Bloomberg Convertible Sec (CWB) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
2.2M+ 219706.58% |
$157M - $169M
|
2.2M
$176M
|
|
|
Nov 12, 2024
Q3 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
355K+ 1691.11% |
$25.3M - $27.2M
|
376K
$30M
|
|
|
Oct 18, 2024
Q3 2024
|
Act Advisors, Llc.
|
BUY
|
- |
213KNew |
$15.1M - $16.3M
|
213K
$17M
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
161KNew |
$11.5M - $12.3M
|
161K
$12.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
134K+ 26.63% |
$9.53M - $10.3M
|
637K
$50.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
97K+ 74.62% |
$6.91M - $7.43M
|
227K
$18.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
95.7K+ 714.2% |
$6.81M - $7.33M
|
109K
$8.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
85.7KNew |
$6.1M - $6.56M
|
85.7K
$6.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
83.3KNew |
$5.93M - $6.38M
|
83.3K
$6.65M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
81.9KNew |
$5.83M - $6.27M
|
81.9K
$6.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
76.5K+ 33.94% |
$5.44M - $5.86M
|
302K
$24.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
73.4K+ 32.11% |
$5.22M - $5.62M
|
302K
$24.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
62.1K+ 48.83% |
$4.42M - $4.76M
|
189K
$15.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Retireful, LLC
|
BUY
|
- |
57KNew |
$4.05M - $4.36M
|
57K
$4.55M
|
|
|
Nov 06, 2024
Q3 2024
|
Florin Court Capital LLP
|
BUY
|
- |
55.3KNew |
$3.94M - $4.23M
|
55.3K
$4.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
51.3KNew |
$3.66M - $3.93M
|
51.3K
$4.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
46.9KNew |
$3.34M - $3.59M
|
46.9K
$3.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
44.6K+ 5181.4% |
$3.17M - $3.41M
|
45.4K
$3.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
43.3K+ 53.33% |
$3.08M - $3.31M
|
124K
$9.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
35.7K+ 234.37% |
$2.54M - $2.73M
|
50.9K
$4.06M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
29.8K+ 78.82% |
$2.12M - $2.28M
|
67.6K
$5.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
28.8KNew |
$2.05M - $2.21M
|
28.8K
$2.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
28.1KNew |
$2M - $2.15M
|
28.1K
$2.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
27.8K+ 2.95% |
$1.98M - $2.13M
|
969K
$77.4M
|
|
|
Oct 16, 2024
Q3 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
22.3K+ 5.99% |
$1.59M - $1.71M
|
395K
$31.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
21.9KNew |
$1.56M - $1.68M
|
21.9K
$1.75M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
20.9K+ 20.87% |
$1.49M - $1.6M
|
121K
$9.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
19.4KNew |
$1.38M - $1.48M
|
19.4K
$1.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
19.4KNew |
$1.38M - $1.48M
|
19.4K
$1.55M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19.3K+ 9.36% |
$1.38M - $1.48M
|
226K
$18.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
18.9K+ 421.33% |
$1.34M - $1.45M
|
23.4K
$1.87M
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
16.5K+ 2.19% |
$1.17M - $1.26M
|
769K
$61.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Win Advisors, Inc
|
BUY
|
- |
14.4KNew |
$1.02M - $1.1M
|
14.4K
$1.15M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
13.5KNew |
$961K - $1.03M
|
13.5K
$1.08M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.2K+ 4.86% |
$942K - $1.01M
|
285K
$22.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
11.9KNew |
$850K - $915K
|
11.9K
$954K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
11.9KNew |
$844K - $908K
|
11.9K
$947K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
11.4K+ 17.39% |
$812K - $874K
|
77K
$6.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.3K+ 6.91% |
$804K - $865K
|
175K
$14M
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
11.3KNew |
$801K - $862K
|
11.3K
$899K
|
|
|
Nov 15, 2024
Q3 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
11.2KNew |
$798K - $858K
|
11.2K
$895K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
10.9KNew |
$777K - $836K
|
10.9K
$872K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10.7K+ 155.8% |
$761K - $819K
|
17.5K
$1.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
10.1K+ 73.8% |
$722K - $777K
|
23.9K
$1.91M
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
9.19K+ 4.57% |
$654K - $704K
|
210K
$16.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
9.05K+ 1.91% |
$644K - $693K
|
484K
$38.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
8.69KNew |
$619K - $665K
|
8.69K
$694K
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
8.41K+ 3.55% |
$599K - $644K
|
246K
$19.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
8.26KNew |
$588K - $633K
|
8.26K
$660K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.89K+ 9.14% |
$562K - $605K
|
94.3K
$7.53M
|