Thurston, Springer, Miller, Herd & Titak, Inc. Spdr Bloomberg Convertible Sec Transaction History

Thurston, Springer, Miller, Herd & Titak, Inc.

$46.2 Million
Q3 2025

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 07, 2025	BUY	$71.86 - $82.66 $3,089 - $3,554	43 Added 9.13%	514 $42,000
Q4 2024 Jan 14, 2025	BUY	$76.21 - $82.24 $19,357 - $20,888	254 Added 117.05%	471 $36,000
Q2 2024 Jul 05, 2024	BUY	$69.6 - $72.8 $15,103 - $15,797	217 New	217 $15,000

Others Institutions Holding CWB

# of Institutions

540

Shares Held

35M

Call Options Held

7.9K

Put Options Held

76.6K

Bank Of America Corp Charlotte, NC

2.62M
Shares

$242 Million
0.02% of portfolio
Envestnet Asset Management Inc

2.41M
Shares

$222 Million
0.06% of portfolio
Howard Capital Management Inc.

2.32M
Shares

$215 Million
2.46% of portfolio
Morgan Stanley New York, NY

1.68M
Shares

$156 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

1.56M
Shares

$144 Million
0.23% of portfolio

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