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 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
686New |
$52.1K - $56K
|
686
$56.5K
|
|
|
May 14, 2025
Q1 2025
|
Luminist Capital LLC
Grand Rapids, MI |
SELL
|
- |
-182- 36.04% |
$13.8K - $14.8K
|
323
$26.6K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
800New |
$60.8K - $65.3K
|
800
$65.9K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.82KClosed |
$138K - $148K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-8.6K- 41.38% |
$654K - $702K
|
12.2K
$1M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
362+ 0.17% |
$27.5K - $29.5K
|
216K
$17.8M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
311+ 8.06% |
$23.6K - $25.4K
|
4.17K
$344K
|
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
2.79K+ 3.93% |
$212K - $227K
|
73.7K
$6.07M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.07K- 11.73% |
$309K - $332K
|
30.6K
$2.52M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
337New |
$25.6K - $27.5K
|
337
$27.8K
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
BUY
|
- |
1.87K+ 9.62% |
$142K - $153K
|
21.3K
$1.76M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-5.81K- 12.71% |
$442K - $474K
|
39.9K
$3.29M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-12.1K- 2.62% |
$919K - $987K
|
450K
$37.1M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-49- 1.12% |
$3.72K - $4K
|
4.33K
$357K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
100+ 12.14% |
$7.6K - $8.16K
|
924
$76.2K
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-150- 1.27% |
$11.4K - $12.2K
|
11.7K
$960K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-13.6K- 59.26% |
$1.03M - $1.11M
|
9.36K
$771K
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-237- 0.99% |
$18K - $19.3K
|
23.7K
$1.95M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-8- 0.24% |
$608 - $653
|
3.27K
$269K
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
152K+ 123.83% |
$11.5M - $12.4M
|
274K
$22.6M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.45K- 33.87% |
$110K - $118K
|
2.83K
$233K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
96.2K+ 8.62% |
$7.31M - $7.85M
|
1.21M
$99.9M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.43K+ 156.35% |
$109K - $117K
|
2.34K
$193K
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
56.7KNew |
$4.31M - $4.63M
|
56.7K
$4.68M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.77K+ 6.55% |
$134K - $144K
|
28.7K
$2.37M
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.32K+ 1.77% |
$99.9K - $107K
|
75.5K
$6.23M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-222- 5.59% |
$16.9K - $18.1K
|
3.75K
$309K
|
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
SELL
|
- |
-10.8K- 10.15% |
$818K - $879K
|
95.3K
$7.86M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-7.52K- 7.63% |
$572K - $614K
|
91K
$7.5M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
69K+ 25.67% |
$5.25M - $5.63M
|
338K
$27.9M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
20+ 2.57% |
$1.52K - $1.63K
|
798
$65.8K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
8.1K+ 1.71% |
$616K - $661K
|
483K
$39.8M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.28K- 5.31% |
$97.2K - $104K
|
22.8K
$1.88M
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-455- 10.19% |
$34.6K - $37.1K
|
4.01K
$331K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-51.5K- 26.42% |
$3.91M - $4.2M
|
143K
$11.8M
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
3.32K+ 99.34% |
$252K - $271K
|
6.66K
$549K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
1.99K+ 4.64% |
$151K - $162K
|
44.8K
$3.69M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-3.4K- 33.07% |
$258K - $277K
|
6.88K
$567K
|
|
|
May 12, 2025
Q1 2025
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
15.4K+ 91.07% |
$1.17M - $1.25M
|
32.3K
$2.66M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
3.1KNew |
$236K - $253K
|
3.1K
$256K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-58.1K- 35.69% |
$4.41M - $4.74M
|
105K
$8.63M
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-113K- 51.72% |
$8.6M - $9.24M
|
106K
$8.71M
|
|
|
May 12, 2025
Q1 2025
|
Florin Court Capital LLP
|
BUY
|
- |
67.7K+ 72.58% |
$5.14M - $5.52M
|
161K
$13.3M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-50- 1.5% |
$3.8K - $4.08K
|
3.28K
$270K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1+ 0.45% |
$76 - $81.6
|
221
$18.2K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
10KNew |
$760K - $816K
|
10K
$824K
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
3.66K+ 2.65% |
$278K - $298K
|
142K
$11.7M
|
|
|
May 12, 2025
Q1 2025
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-465- 2.25% |
$35.3K - $37.9K
|
20.2K
$1.66M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-271- 2.76% |
$20.6K - $22.1K
|
9.55K
$787K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.19K+ 2.34% |
$90.6K - $97.2K
|
52.1K
$4.29M
|