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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-1.1K- 1.47% |
$79K - $90.9K
|
73.7K
$6.07M
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
9+ 0.31% |
$647 - $744
|
2.93K
$242K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
2.48KNew |
$178K - $205K
|
2.48K
$204K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
11.6K+ 11.28% |
$837K - $963K
|
115K
$9.47M
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
SELL
|
- |
-2.04K- 3.62% |
$146K - $168K
|
54.3K
$4.48M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-109- 3.37% |
$7.83K - $9.01K
|
3.12K
$257K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
40+ 0.13% |
$2.87K - $3.31K
|
31.2K
$2.57M
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-1.77K- 15.09% |
$127K - $146K
|
9.96K
$821K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-2K- 19.91% |
$144K - $165K
|
8.05K
$663K
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
217+ 0.72% |
$15.6K - $17.9K
|
30.2K
$2.49M
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
2.79K+ 9.13% |
$200K - $230K
|
33.3K
$2.75M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
43+ 9.13% |
$3.09K - $3.55K
|
514
$42.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
2+ 0.36% |
$144 - $165
|
552
$45.5K
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-103- 0.89% |
$7.4K - $8.51K
|
11.4K
$942K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
SELL
|
- |
-508- 1.8% |
$36.5K - $42K
|
27.8K
$2.29M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-78- 0.17% |
$5.61K - $6.45K
|
46.5K
$3.83M
|
|
|
Jul 07, 2025
Q2 2025
|
Hms Capital Management, LLC
|
BUY
|
- |
21.9K+ 60.19% |
$1.57M - $1.81M
|
58.3K
$4.8M
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-700- 17.86% |
$50.3K - $57.9K
|
3.22K
$265K
|
|
| Q1 2025 | |||||||
|
Jul 08, 2025
Q1 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
115New |
$8.74K - $9.38K
|
115
$9.48K
|
|
|
Jun 05, 2025
Q1 2025
|
Cim, LLC
|
BUY
|
- |
423+ 1.0% |
$32.1K - $34.5K
|
42.9K
$3.54M
|
|
|
May 28, 2025
Q1 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-2.87KClosed |
$218K - $234K
|
0
$0
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
1.72K+ 1.7% |
$130K - $140K
|
103K
$8.46M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.49K+ 19.42% |
$265K - $284K
|
21.4K
$1.77M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-2.75K- 2.51% |
$209K - $225K
|
107K
$8.82M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-23K- 35.83% |
$1.75M - $1.88M
|
41.2K
$3.4M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
2.78KNew |
$211K - $227K
|
2.78K
$229K
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
2.08K+ 52.54% |
$158K - $170K
|
6.04K
$498K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.28K+ 140.67% |
$325K - $349K
|
7.31K
$603K
|
|
|
May 20, 2025
Q1 2025
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
85.3KNew |
$6.48M - $6.96M
|
85.3K
$7.03M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
12.3K+ 117.03% |
$934K - $1M
|
22.8K
$1.88M
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
2+ 0.04% |
$152 - $163
|
5.17K
$426K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-11- 0.35% |
$836 - $897
|
3.11K
$256K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
243+ 4860.0% |
$18.5K - $19.8K
|
248
$20.4K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-571- 14.27% |
$43.4K - $46.6K
|
3.43K
$283K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.95KNew |
$224K - $241K
|
2.95K
$243K
|
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
115+ 0.22% |
$8.74K - $9.38K
|
51.6K
$4.25M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
3New |
$228 - $245
|
3
$247
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.97K+ 1.44% |
$529K - $568K
|
489K
$40.3M
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-131- 4.68% |
$9.95K - $10.7K
|
2.67K
$220K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.95K- 13.61% |
$148K - $159K
|
12.4K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-25.9K- 37.62% |
$1.97M - $2.11M
|
43K
$3.54M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-55.2K- 83.87% |
$4.2M - $4.51M
|
10.6K
$875K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-393- 1.13% |
$29.9K - $32.1K
|
34.3K
$2.83M
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
1.12K+ 5.04% |
$84.9K - $91.1K
|
23.3K
$1.92M
|
|
|
May 15, 2025
Q1 2025
|
Finward Bancorp
Munster, IN |
SELL
|
- |
-466- 0.61% |
$35.4K - $38K
|
76.2K
$6.28M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
111K+ 4.41% |
$8.47M - $9.09M
|
2.64M
$217M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.87K- 0.3% |
$370K - $397K
|
1.62M
$134M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
8.24K+ 382.37% |
$626K - $672K
|
10.4K
$857K
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
7.1KNew |
$539K - $579K
|
7.1K
$585K
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1.46K- 11.07% |
$111K - $119K
|
11.7K
$966K
|
|