Loring Wolcott & Coolidge Fiduciary Advisors LLP Spdr Bloomberg Convertible Sec Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$11.1 Billion
Q3 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 23, 2024	BUY	$70.62 - $73.18 $4,802 - $4,976	68 New	68 $4,000

Others Institutions Holding CWB

# of Institutions

499

Shares Held

30.5M

Call Options Held

1.3K

Put Options Held

200

Bank Of America Corp Charlotte, NC

2.53M
Shares

$199 Million
0.02% of portfolio
Assetmark, Inc

2.2M
Shares

$174 Million
0.48% of portfolio
Morgan Stanley New York, NY

1.6M
Shares

$126 Million
0.01% of portfolio
Bessemer Group Inc Woodbridge, NJ

1.14M
Shares

$89.7 Million
0.14% of portfolio
Delta Capital Management LLC

1.07M
Shares

$84.3 Million
30.93% of portfolio

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About SPDR BLOOMBERG CONVERTIBLE SEC

Ticker CWB
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