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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1.46K- 11.07% |
$111K - $119K
|
11.7K
$966K
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-1.68K- 4.09% |
$128K - $137K
|
39.4K
$3.25M
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
3.02K+ 82.22% |
$229K - $246K
|
6.69K
$552K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.12K- 22.19% |
$85.2K - $91.5K
|
3.93K
$324K
|
|
|
May 15, 2025
Q1 2025
|
Sculptor Capital LP
New York, NY |
SELL
|
- |
-17.1K- 63.82% |
$1.3M - $1.39M
|
9.69K
$798K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
266+ 7.56% |
$20.2K - $21.7K
|
3.78K
$312K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-315- 0.08% |
$23.9K - $25.7K
|
389K
$32.1M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-28.4K- 69.34% |
$2.16M - $2.32M
|
12.5K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
400+ 4.38% |
$30.4K - $32.6K
|
9.52K
$785K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-15- 0.28% |
$1.14K - $1.22K
|
5.41K
$446K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
5.5KNew |
$418K - $449K
|
5.5K
$453K
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-3.18K- 16.98% |
$242K - $260K
|
15.6K
$1.28M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
SELL
|
- |
-6.57K- 2.84% |
$499K - $536K
|
225K
$18.6M
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
4.23K+ 43.22% |
$322K - $345K
|
14K
$1.16M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-13.5K- 83.32% |
$1.02M - $1.1M
|
2.7K
$222K
|
|
|
May 15, 2025
Q1 2025
|
Seldon Capital LP
San Francisco, CA |
SELL
|
- |
-2.48K- 37.84% |
$188K - $202K
|
4.07K
$335K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1+ 0.01% |
$76 - $81.6
|
19.6K
$1.62M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-9K- 29.0% |
$684K - $734K
|
22K
$1.82M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-169- 3.79% |
$12.8K - $13.8K
|
4.29K
$354K
|
|
|
May 15, 2025
Q1 2025
|
Sona Asset Management (Us) LLC
New York, NY |
BUY
|
PUT |
847KNew |
$64.4M - $69.1M
|
847K
$69.8M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-7.48K- 31.74% |
$568K - $610K
|
16.1K
$1.33M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
2.4K+ 400.0% |
$182K - $196K
|
3K
$247K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.53K- 1.37% |
$116K - $125K
|
110K
$9.07M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.11K- 1.65% |
$84.3K - $90.6K
|
66.2K
$5.45M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
214New |
$16.3K - $17.5K
|
214
$17.6K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
183+ 3.96% |
$13.9K - $14.9K
|
4.8K
$396K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-194- 5.83% |
$14.7K - $15.8K
|
3.13K
$258K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
2+ 0.19% |
$152 - $163
|
1.06K
$87.4K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-22.9K- 15.33% |
$1.74M - $1.87M
|
126K
$10.4M
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
2.29K+ 1.03% |
$174K - $186K
|
225K
$18.5M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
5.5KNew |
$418K - $449K
|
5.5K
$453K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.47K- 16.25% |
$416K - $446K
|
28.2K
$2.33M
|
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
BUY
|
- |
11K+ 9.94% |
$835K - $897K
|
122K
$10M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
5.53K+ 55.28% |
$420K - $451K
|
15.5K
$1.28M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
342K+ 34.07% |
$26M - $27.9M
|
1.35M
$111M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1.73K- 9.41% |
$132K - $141K
|
16.7K
$1.38M
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
SELL
|
- |
-314- 9.15% |
$23.9K - $25.6K
|
3.12K
$257K
|
|
|
May 14, 2025
Q1 2025
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-465- 1.7% |
$35.3K - $37.9K
|
26.9K
$2.22M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.81K+ 21.44% |
$365K - $392K
|
27.2K
$2.24M
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-1.24K- 8.57% |
$94.2K - $101K
|
13.2K
$1.09M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1+ 0.0% |
$76 - $81.6
|
56K
$4.61M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
89.4K+ 18.03% |
$6.79M - $7.29M
|
585K
$48.2M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
20.7KNew |
$1.57M - $1.69M
|
20.7K
$1.71M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
4.81KNew |
$365K - $392K
|
4.81K
$396K
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
SELL
|
- |
-54- 0.43% |
$4.1K - $4.41K
|
12.6K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-78- 0.7% |
$5.93K - $6.36K
|
11.1K
$912K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-58.8K- 34.43% |
$4.47M - $4.8M
|
112K
$9.23M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-90.5K- 47.79% |
$6.88M - $7.39M
|
98.9K
$8.16M
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-51.9K- 99.21% |
$3.94M - $4.23M
|
415
$34.2K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
280K+ 1549.03% |
$21.2M - $22.8M
|
298K
$24.5M
|