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 |
|---|---|---|---|---|---|---|---|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-921- 0.42% |
$70.2K - $75.7K
|
221K
$17.1M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-52- 1.33% |
$3.96K - $4.28K
|
3.86K
$298K
|
|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
8.1KNew |
$617K - $666K
|
8.1K
$626K
|
|
|
Mar 03, 2025
Q4 2024
|
Cim, LLC
|
BUY
|
- |
584+ 1.39% |
$44.5K - $48K
|
42.5K
$3.29M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
1.11KNew |
$84.7K - $91.4K
|
1.11K
$85.9K
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
12.3KNew |
$934K - $1.01M
|
12.3K
$948K
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
5.57KNew |
$425K - $458K
|
5.57K
$431K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
540New |
$41.2K - $44.4K
|
540
$41.8K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-29.3K- 17.78% |
$2.23M - $2.41M
|
135K
$10.5M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
816+ 26.22% |
$62.2K - $67.1K
|
3.93K
$304K
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
3.63KNew |
$276K - $298K
|
3.63K
$280K
|
|
|
Feb 24, 2025
Q4 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-15.1K- 3.81% |
$1.15M - $1.24M
|
380K
$29.4M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-3.7K- 30.96% |
$282K - $304K
|
8.25K
$638K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.53KNew |
$193K - $208K
|
2.53K
$196K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.12KNew |
$238K - $257K
|
3.12K
$241K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-27.4K- 9.61% |
$2.09M - $2.26M
|
258K
$20M
|
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
15KNew |
$1.14M - $1.23M
|
15K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-210- 4.99% |
$16K - $17.3K
|
4K
$309K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-16.5K- 78.86% |
$1.26M - $1.36M
|
4.44K
$343K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
20+ 0.47% |
$1.52K - $1.64K
|
4.28K
$331K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.1K- 8.2% |
$236K - $255K
|
34.7K
$2.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
6.04KNew |
$460K - $497K
|
6.04K
$467K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-82- 12.93% |
$6.25K - $6.74K
|
552
$42.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
219+ 0.51% |
$16.7K - $18K
|
43K
$3.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.98K- 0.08% |
$151K - $162K
|
2.52M
$195M
|
|
|
Feb 14, 2025
Q4 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-511- 1.67% |
$38.9K - $42K
|
30.2K
$2.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
33+ 1.19% |
$2.51K - $2.71K
|
2.8K
$216K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
19.8KNew |
$1.51M - $1.63M
|
19.8K
$1.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
45.7KNew |
$3.49M - $3.76M
|
45.7K
$3.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-3.95K- 29.42% |
$301K - $324K
|
9.47K
$732K
|
|
|
Feb 14, 2025
Q4 2024
|
Estate Counselors, LLC
|
BUY
|
- |
892+ 0.81% |
$68K - $73.4K
|
111K
$8.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
769+ 5.68% |
$58.6K - $63.2K
|
14.3K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-8.85K- 1.83% |
$674K - $728K
|
475K
$36.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.05KNew |
$385K - $415K
|
5.05K
$391K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-349- 9.5% |
$26.6K - $28.7K
|
3.33K
$257K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-284- 5.65% |
$21.6K - $23.4K
|
4.74K
$367K
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-161- 0.03% |
$12.3K - $13.2K
|
637K
$49.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
26+ 0.5% |
$1.98K - $2.14K
|
5.23K
$404K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.32K- 6.44% |
$100K - $108K
|
19.1K
$1.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
24.1KNew |
$1.83M - $1.98M
|
24.1K
$1.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2+ 0.03% |
$152 - $164
|
6.11K
$473K
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
22.9KNew |
$1.75M - $1.89M
|
22.9K
$1.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2+ 0.06% |
$152 - $164
|
3.28K
$253K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-7.6K- 68.35% |
$579K - $625K
|
3.52K
$272K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.4K- 1.62% |
$488K - $526K
|
390K
$30.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
94.7K+ 10.42% |
$7.22M - $7.79M
|
1M
$77.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
770+ 1.1% |
$58.7K - $63.3K
|
70.9K
$5.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-44.7K- 53.66% |
$3.41M - $3.68M
|
38.6K
$2.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-406- 2.7% |
$30.9K - $33.4K
|
14.6K
$1.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
261+ 1.19% |
$19.9K - $21.5K
|
22.2K
$1.71M
|