Purchases and Sales Made in Q4 2022 in Spdr Bloomberg Convertible Sec (CWB)
This table provides information about the institutional ownership of Spdr Bloomberg Convertible Sec (CWB) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
316New |
$19.9K - $21.2K
|
316
$24.9K
|
|
Jan 25, 2023
Q4 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
291+ 0.67% |
$18.3K - $19.5K
|
43.4K
$3.43M
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
285+ 3.32% |
$17.9K - $19.1K
|
8.86K
$699K
|
|
Jan 20, 2023
Q4 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
260+ 0.32% |
$16.4K - $17.4K
|
81.6K
$6.44M
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
259New |
$16.3K - $17.4K
|
259
$20.4K
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
258+ 63.86% |
$16.2K - $17.3K
|
662
$52.2K
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
257+ 1.6% |
$16.2K - $17.2K
|
16.3K
$1.29M
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
217+ 274.68% |
$13.6K - $14.5K
|
296
$23.4K
|
|
Feb 14, 2023
Q4 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
215+ 0.65% |
$13.5K - $14.4K
|
33.3K
$2.63M
|
|
Jan 26, 2023
Q4 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
210+ 2.82% |
$13.2K - $14.1K
|
7.67K
$605K
|
|
Feb 03, 2023
Q4 2022
|
Gables Capital Management Inc.
|
BUY
|
- |
200New |
$12.6K - $13.4K
|
200
$15.8K
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
182+ 64.08% |
$11.4K - $12.2K
|
466
$36.8K
|
|
Jan 20, 2023
Q4 2022
|
Advisor Resource Council
|
BUY
|
- |
180+ 1.78% |
$11.3K - $12.1K
|
10.3K
$814K
|
|
Jan 27, 2023
Q4 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
179+ 1.53% |
$11.3K - $12K
|
11.9K
$936K
|
|
Jan 30, 2023
Q4 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
166+ 3.98% |
$10.4K - $11.1K
|
4.34K
$343K
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
139New |
$8.74K - $9.31K
|
139
$11K
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
120New |
$7.55K - $8.04K
|
120
$9.47K
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
110+ 1.27% |
$6.92K - $7.37K
|
8.78K
$693K
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
100New |
$6.29K - $6.7K
|
100
$7.89K
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
80New |
$5.03K - $5.36K
|
80
$6.31K
|
|
Jan 26, 2023
Q4 2022
|
First National Corp
|
BUY
|
- |
68+ 0.22% |
$4.28K - $4.56K
|
31.6K
$2.49M
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
62+ 0.36% |
$3.9K - $4.15K
|
17.2K
$1.36M
|
|
Oct 13, 2023
Q4 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
59+ 1.06% |
$3.71K - $3.95K
|
5.65K
$445K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
58+ 1.39% |
$3.65K - $3.89K
|
4.24K
$334K
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
57+ 0.79% |
$3.59K - $3.82K
|
7.32K
$577K
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
50+ 1.04% |
$3.15K - $3.35K
|
4.88K
$385K
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
45New |
$2.83K - $3.02K
|
45
$3.55K
|
|
Feb 15, 2023
Q4 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
38+ 1.05% |
$2.39K - $2.55K
|
3.65K
$288K
|
|
Jan 31, 2023
Q4 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
36+ 1.02% |
$2.26K - $2.41K
|
3.57K
$282K
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
34New |
$2.14K - $2.28K
|
34
$2.68K
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
34New |
$2.14K - $2.28K
|
34
$2.68K
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
32+ 1.03% |
$2.01K - $2.14K
|
3.13K
$247K
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
27+ 1.05% |
$1.7K - $1.81K
|
2.6K
$205K
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
24+ 5.57% |
$1.51K - $1.61K
|
455
$35.9K
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
16+ 1.1% |
$1.01K - $1.07K
|
1.47K
$116K
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
14+ 0.21% |
$881 - $938
|
6.78K
$535K
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
13+ 0.4% |
$818 - $871
|
3.24K
$256K
|
|
Feb 02, 2023
Q4 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
12+ 0.35% |
$755 - $804
|
3.42K
$270K
|
|
Feb 14, 2023
Q4 2022
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
11+ 0.33% |
$692 - $737
|
3.39K
$267K
|
|
Jan 13, 2023
Q4 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
11+ 0.27% |
$692 - $737
|
4.15K
$328K
|
|
Feb 14, 2023
Q4 2022
|
E Rn Financial, LLC
|
BUY
|
- |
8+ 0.15% |
$503 - $536
|
5.41K
$427K
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
6+ 0.15% |
$377 - $402
|
3.96K
$312K
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
6+ 1.2% |
$377 - $402
|
506
$39.9K
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
4+ 0.85% |
$252 - $268
|
477
$37.6K
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2+ 0.96% |
$126 - $134
|
211
$16.6K
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2+ 0.93% |
$126 - $134
|
217
$17.1K
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 6.67% |
$62.9 - $67
|
16
$1.26K
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-2- 0.01% |
$126 - $134
|
18.9K
$1.49M
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-3- 4.05% |
$189 - $201
|
71
$5.6K
|
|
Jan 19, 2023
Q4 2022
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-4- 0.13% |
$252 - $268
|
3.16K
$249K
|