Latest Institutional Transactions on Spdr Bloomberg Convertible Sec (CWB)

CWB Quotes by TradingView

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
Oct 21, 2021 Q3 2021
Townsend Asset Management Corp

BUY
 -
210
New
$17.6K - $18.6K
210 $16.5K
Oct 12, 2021 Q3 2021
Legacy Private Trust Co.

SELL
 -
-3.8K
Closed
$318K - $337K
0 $0
Oct 07, 2021 Q3 2021
Moody National Bank Trust Division

SELL
 -
-2.96K
Closed
$248K - $262K
0 $0
Oct 06, 2021 Q3 2021
Hodges Capital Management Inc.

SELL
 -
-2.82K
Closed
$236K - $250K
0 $0
Q2 2021
Aug 16, 2024 Q2 2021
Td Private Client Wealth LLC

New York, NY
SELL
 -
-143
Closed
$11.4K - $12.5K
0 $0
Apr 04, 2024 Q2 2021
Morningstar Investment Management LLC

Chicago, IL
BUY
 -
101K
New
$8.11M - $8.85M
101K $7.99M
Sep 21, 2023 Q2 2021
Jefferies Group LLC

New York, NY
BUY
 PUT
50K
+ 100.0%
$4M - $4.36M
100K $7.87M
Jan 27, 2023 Q2 2021
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
6.84K
New
$547K - $597K
6.84K $539K
Aug 17, 2021 Q2 2021
Northern Oak Wealth Management Inc

Milwaukee, WI
SELL
 -
-3.33K
- 99.73%
$266K - $291K
9 $709
Aug 16, 2021 Q2 2021
Rmr Wealth Builders

SELL
 -
-1.4K
Closed
$112K - $122K
0 $0
Aug 16, 2021 Q2 2021
Voya Financial Advisors, Inc.

Windsor, CT
SELL
 -
-14.2K
Closed
$1.14M - $1.24M
0 $0
Aug 16, 2021 Q2 2021
Bluefin Capital Management, LLC

New York, NY
SELL
 PUT
-239K
Closed
$19.1M - $20.8M
0 $0
Aug 16, 2021 Q2 2021
Walleye Trading LLC

Plymouth, MN
SELL
 PUT
-13.3K
Closed
$1.06M - $1.16M
0 $0
Aug 16, 2021 Q2 2021
Athanor Capital, LP

New York, NY
SELL
 -
-200K
Closed
$16M - $17.5M
0 $0
Aug 13, 2021 Q2 2021
Uniplan Investment Counsel, Inc.

Union Grove, WI
SELL
 -
-28.9K
Closed
$2.31M - $2.52M
0 $0
Aug 13, 2021 Q2 2021
Seven One Seven Capital Management

Lancaster, PA
SELL
 -
-755
Closed
$60.3K - $65.9K
0 $0
Aug 13, 2021 Q2 2021
Ipg Investment Advisors LLC

San Diego, CA
SELL
 -
-2.85K
Closed
$228K - $249K
0 $0
Aug 11, 2021 Q2 2021
Spotlight Asset Group, Inc.

Oakbrook Terrace, IL
SELL
 -
-3.17K
Closed
$253K - $276K
0 $0
Aug 10, 2021 Q2 2021
Qcm Cayman, Ltd.

SELL
 -
-3.64K
Closed
$291K - $317K
0 $0
Aug 10, 2021 Q2 2021
Vicus Capital

State College, PA
SELL
 -
-22.1K
Closed
$1.77M - $1.93M
0 $0
Aug 06, 2021 Q2 2021
Trek Financial, LLC

Scottsdale, AZ
SELL
 -
-2.52K
Closed
$201K - $220K
0 $0
Aug 05, 2021 Q2 2021
Allred Capital Management, LLC

Dallas, TX
SELL
 -
-1K
Closed
$79.9K - $87.3K
0 $0
Aug 03, 2021 Q2 2021
Smart Money Group LLC

SELL
 -
-10.1K
Closed
$806K - $880K
0 $0
Aug 03, 2021 Q2 2021
Jackson Wealth Management, LLC

SELL
 -
-198K
Closed
$15.8M - $17.2M
0 $0
Aug 02, 2021 Q2 2021
Bison Wealth, LLC

SELL
 -
-27
Closed
$2.16K - $2.36K
0 $0
Jul 30, 2021 Q2 2021
Advisors Asset Management, Inc.

Monument, CO
SELL
 -
-1.23K
Closed
$98.5K - $107K
0 $0
Jul 26, 2021 Q2 2021
Private Capital Group, LLC

SELL
 -
-95
Closed
$7.59K - $8.29K
0 $0
Jul 22, 2021 Q2 2021
Aevitas Wealth Management, Inc.

SELL
 -
-5.6K
Closed
$448K - $489K
0 $0
Jul 22, 2021 Q2 2021
Valeo Financial Advisors, LLC

SELL
 -
-456
Closed
$36.4K - $39.8K
0 $0
Jul 21, 2021 Q2 2021
Davenport & CO LLC

BUY
 PUT
2.39K
New
$191K - $209K
2.39K $188K
Jul 15, 2021 Q2 2021
Fulcrum Equity Management

SELL
 -
-3.03K
Closed
$242K - $264K
0 $0
Jul 15, 2021 Q2 2021
Reitz Capital Advisors LLC

SELL
 -
-3.75K
Closed
$300K - $327K
0 $0
Jul 14, 2021 Q2 2021
Friedenthal Financial

SELL
 -
-61.4K
Closed
$4.91M - $5.36M
0 $0
Q1 2021
Feb 22, 2022 Q1 2021
Matrix Private Capital Group LLC

New York, NY
SELL
 -
-385
Closed
$31.3K - $35.5K
0 $0
May 25, 2021 Q1 2021
Encompass Wealth Advisors, LLC

SELL
 -
-524
Closed
$42.6K - $48.3K
0 $0
May 19, 2021 Q1 2021
Tru Independence Asset Management 2, LLC

SELL
 -
-524
Closed
$42.6K - $48.3K
0 $0
May 14, 2021 Q1 2021
Montag A & Associates Inc

Atlanta, GA
BUY
 -
25
New
$2.03K - $2.31K
25 $1.97K
May 14, 2021 Q1 2021
Moneta Group Investment Advisors LLC

St Louis, MO
SELL
 -
-2.57K
Closed
$209K - $237K
0 $0
May 14, 2021 Q1 2021
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
132
New
$10.7K - $12.2K
132 $10.4K
May 14, 2021 Q1 2021
Eqis Capital Management, Inc.

San Rafael, CA
SELL
 -
-7.89K
Closed
$641K - $727K
0 $0
May 13, 2021 Q1 2021
Greystone Financial Group, LLC

SELL
 -
-105K
Closed
$8.55M - $9.7M
0 $0
May 13, 2021 Q1 2021
Cabana LLC

Fayetteville, AR
SELL
 -
-665
Closed
$54K - $61.3K
0 $0
May 13, 2021 Q1 2021
Dana Investment Advisors, Inc.

Brookfield, WI
SELL
 -
-12.5K
Closed
$1.02M - $1.16M
0 $0
May 12, 2021 Q1 2021
Q3 Asset Management

SELL
 -
-29.5K
Closed
$2.39M - $2.72M
0 $0
May 10, 2021 Q1 2021
Safeguard Investment Advisory Group, LLC

SELL
 -
-1.37K
Closed
$111K - $126K
0 $0
May 10, 2021 Q1 2021
Financial Advocates Investment Management

Olympia, WA
SELL
 -
-2.77K
Closed
$225K - $255K
0 $0
May 10, 2021 Q1 2021
L & S Advisors Inc

Los Angeles, CA
SELL
 -
-37.4K
Closed
$3.04M - $3.45M
0 $0
May 07, 2021 Q1 2021
Kathmere Capital Management, LLC

Wayne, PA
SELL
 -
-86
Closed
$6.99K - $7.93K
0 $0
May 06, 2021 Q1 2021
Goelzer Investment Management, Inc.

SELL
 -
-129K
Closed
$10.5M - $11.9M
0 $0

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