Latest Institutional Transactions on Spdr Bloomberg Convertible Sec (CWB)
This table provides information on the latest institutional transactions involving Spdr Bloomberg Convertible Sec (CWB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-24.8K- 2.93% |
$1.89M - $2.04M
|
822K
$66.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-109- 2.51% |
$8.31K - $8.96K
|
4.23K
$340K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-90K- 29.82% |
$6.86M - $7.4M
|
212K
$17M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.31K- 4.64% |
$100K - $108K
|
27K
$2.17M
|
|
|
Feb 07, 2025
Q4 2024
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-2.04K- 5.69% |
$156K - $168K
|
33.9K
$2.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 1.05% |
$76.2 - $82.2
|
96
$7.72K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-1.22K- 4.11% |
$92.9K - $100K
|
28.5K
$2.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
8.87KNew |
$676K - $730K
|
8.87K
$714K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
837+ 1.67% |
$63.8K - $68.8K
|
50.9K
$4.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-800- 14.88% |
$61K - $65.8K
|
4.58K
$368K
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
249+ 1.5% |
$19K - $20.5K
|
16.9K
$1.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
861+ 16.65% |
$65.6K - $70.8K
|
6.03K
$485K
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-6K- 35.65% |
$457K - $493K
|
10.8K
$872K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.28K+ 4.54% |
$326K - $352K
|
98.5K
$7.93M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-5.55K- 27.73% |
$423K - $456K
|
14.5K
$1.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
51.3KNew |
$3.91M - $4.22M
|
51.3K
$4.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-230- 1.03% |
$17.5K - $18.9K
|
22.2K
$1.78M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
93.4KNew |
$7.12M - $7.68M
|
93.4K
$7.52M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-618K- 28.01% |
$47.1M - $50.8M
|
1.59M
$128M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.97K+ 11.79% |
$608K - $656K
|
75.6K
$6.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-15- 0.93% |
$1.14K - $1.23K
|
1.59K
$128K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
269KNew |
$20.5M - $22.1M
|
269K
$21.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-848- 2.77% |
$64.6K - $69.7K
|
29.8K
$2.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-2.23K- 1.78% |
$170K - $183K
|
123K
$9.93M
|
|
|
Feb 06, 2025
Q4 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
71.1KNew |
$5.42M - $5.85M
|
71.1K
$5.72M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
109+ 1.25% |
$8.31K - $8.96K
|
8.8K
$708K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-5.18K- 38.36% |
$395K - $426K
|
8.32K
$670K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-5.72K- 4.85% |
$436K - $470K
|
112K
$9.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.31K+ 57.93% |
$405K - $437K
|
14.5K
$1.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.96KNew |
$149K - $161K
|
1.96K
$157K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
5+ 0.07% |
$381 - $411
|
7.06K
$568K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
21.3K+ 1131.26% |
$1.62M - $1.75M
|
23.2K
$1.87M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-3.84K- 23.46% |
$293K - $316K
|
12.5K
$1.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
8.38KNew |
$639K - $689K
|
8.38K
$674K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-295- 5.08% |
$22.5K - $24.3K
|
5.51K
$443K
|
|
|
Feb 04, 2025
Q4 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
13.3KNew |
$1.01M - $1.1M
|
13.3K
$1.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-1.41K- 2.53% |
$107K - $116K
|
54.2K
$4.36M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
7+ 0.11% |
$533 - $576
|
6.27K
$504K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.02K- 2.5% |
$230K - $248K
|
118K
$9.46M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
4.04KNew |
$308K - $332K
|
4.04K
$325K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
215+ 1.11% |
$16.4K - $17.7K
|
19.6K
$1.57M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
28.2K+ 3.66% |
$2.15M - $2.32M
|
797K
$64.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
9.26KNew |
$705K - $761K
|
9.26K
$745K
|
|
|
Feb 03, 2025
Q4 2024
|
Florin Court Capital LLP
|
BUY
|
- |
38K+ 68.74% |
$2.9M - $3.13M
|
93.3K
$7.51M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
687KNew |
$52.3M - $56.5M
|
687K
$55.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
6.62KNew |
$504K - $544K
|
6.62K
$532K
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-1.9K- 15.89% |
$145K - $157K
|
10.1K
$810K
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
346New |
$26.4K - $28.5K
|
346
$27.8K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2+ 0.24% |
$152 - $164
|
826
$66.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
288+ 2.71% |
$21.9K - $23.7K
|
10.9K
$877K
|