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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
18.9K+ 11.76% |
$1.44M - $1.56M
|
180K
$15.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
7.01KNew |
$534K - $576K
|
7.01K
$620K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-22- 0.67% |
$1.68K - $1.81K
|
3.25K
$288K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
9+ 0.26% |
$686 - $740
|
3.43K
$304K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
3.15KNew |
$240K - $259K
|
3.15K
$279K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
9.9KNew |
$754K - $814K
|
9.9K
$875K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
6.08KNew |
$463K - $500K
|
6.08K
$538K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-483- 5.16% |
$36.8K - $39.7K
|
8.88K
$786K
|
|
|
Jan 13, 2025
Q4 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-115K- 53.88% |
$8.73M - $9.42M
|
98.1K
$8.67M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-44- 0.3% |
$3.35K - $3.62K
|
14.7K
$1.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-630- 85.14% |
$48K - $51.8K
|
110
$9.73K
|
|
| Q3 2024 | |||||||
|
Mar 25, 2025
Q3 2024
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
12.4KNew |
$884K - $951K
|
12.4K
$1.1M
|
|
|
Feb 27, 2025
Q3 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-12- 3.99% |
$854 - $919
|
289
$25.6K
|
|
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
11.5KNew |
$817K - $879K
|
11.5K
$1.02M
|
|
|
Nov 29, 2024
Q3 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-9.21K- 62.27% |
$655K - $705K
|
5.58K
$493K
|
|
|
Nov 15, 2024
Q3 2024
|
Dorsey Wright & Associates
|
BUY
|
- |
7.46KNew |
$531K - $571K
|
7.46K
$659K
|
|
|
Nov 15, 2024
Q3 2024
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
2.63KNew |
$187K - $202K
|
2.63K
$233K
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
73.4K+ 32.11% |
$5.22M - $5.62M
|
302K
$26.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
374New |
$26.6K - $28.6K
|
374
$33.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.75KNew |
$267K - $287K
|
3.75K
$331K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-81- 13.04% |
$5.77K - $6.2K
|
540
$47.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1.1KNew |
$78K - $83.9K
|
1.1K
$96.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.06K- 56.9% |
$75.5K - $81.2K
|
803
$71K
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-150- 5.15% |
$10.7K - $11.5K
|
2.76K
$244K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-22.4K- 99.56% |
$1.59M - $1.71M
|
100
$8.84K
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-87- 0.81% |
$6.19K - $6.66K
|
10.6K
$937K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
19.4KNew |
$1.38M - $1.48M
|
19.4K
$1.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
51.3KNew |
$3.66M - $3.93M
|
51.3K
$4.54M
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
500New |
$35.6K - $38.3K
|
500
$44.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
3.17KNew |
$225K - $242K
|
3.17K
$280K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-100- 96.15% |
$7.12K - $7.66K
|
4
$354
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-1.08K- 29.2% |
$77K - $82.9K
|
2.62K
$232K
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
2.65KNew |
$188K - $203K
|
2.65K
$234K
|
|
|
Nov 05, 2024
Q3 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
4.11KNew |
$293K - $315K
|
4.11K
$363K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-36.9K- 96.81% |
$2.63M - $2.83M
|
1.22K
$107K
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-274- 8.85% |
$19.5K - $21K
|
2.82K
$250K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
4.54KNew |
$323K - $348K
|
4.54K
$401K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
283+ 5.42% |
$20.1K - $21.7K
|
5.5K
$486K
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
6.54KNew |
$465K - $501K
|
6.54K
$578K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-156- 60.94% |
$11.1K - $11.9K
|
100
$8.84K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-500- 41.67% |
$35.6K - $38.3K
|
700
$61.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-847- 24.74% |
$60.3K - $64.9K
|
2.58K
$228K
|
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
SELL
|
- |
-115- 87.79% |
$8.19K - $8.81K
|
16
$1.41K
|
|
|
Oct 23, 2024
Q3 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
625+ 27.47% |
$44.5K - $47.9K
|
2.9K
$256K
|
|
|
Oct 22, 2024
Q3 2024
|
Bts Asset Management, Inc.
|
SELL
|
- |
-64.2K- 88.18% |
$4.57M - $4.92M
|
8.61K
$761K
|
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-282- 8.14% |
$20.1K - $21.6K
|
3.18K
$281K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.2KNew |
$85.1K - $91.6K
|
1.2K
$106K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-10.2K- 10.9% |
$728K - $783K
|
83.6K
$7.39M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-43- 0.02% |
$3.06K - $3.29K
|
190K
$16.8M
|
|