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 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
1.72K+ 1.7% |
$130K - $140K
|
103K
$8.76M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.49K+ 19.42% |
$265K - $284K
|
21.4K
$1.83M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-23K- 35.83% |
$1.75M - $1.88M
|
41.2K
$3.52M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
2.78KNew |
$211K - $227K
|
2.78K
$237K
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
2.08K+ 52.54% |
$158K - $170K
|
6.04K
$515K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.28K+ 140.67% |
$325K - $349K
|
7.31K
$624K
|
|
|
May 20, 2025
Q1 2025
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
85.3KNew |
$6.48M - $6.96M
|
85.3K
$7.28M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
12.3K+ 117.03% |
$934K - $1M
|
22.8K
$1.94M
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
2+ 0.04% |
$152 - $163
|
5.17K
$441K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-11- 0.35% |
$836 - $897
|
3.11K
$265K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
243+ 4860.0% |
$18.5K - $19.8K
|
248
$21.1K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-571- 14.27% |
$43.4K - $46.6K
|
3.43K
$293K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.95KNew |
$224K - $241K
|
2.95K
$252K
|
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
115+ 0.22% |
$8.74K - $9.38K
|
51.6K
$4.4M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
3New |
$228 - $245
|
3
$256
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.97K+ 1.44% |
$529K - $568K
|
489K
$41.7M
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-131- 4.68% |
$9.95K - $10.7K
|
2.67K
$227K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.95K- 13.61% |
$148K - $159K
|
12.4K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-25.9K- 37.62% |
$1.97M - $2.11M
|
43K
$3.66M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-55.2K- 83.87% |
$4.2M - $4.51M
|
10.6K
$906K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-393- 1.13% |
$29.9K - $32.1K
|
34.3K
$2.92M
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
1.12K+ 5.04% |
$84.9K - $91.1K
|
23.3K
$1.99M
|
|
|
May 15, 2025
Q1 2025
|
Finward Bancorp
Munster, IN |
SELL
|
- |
-466- 0.61% |
$35.4K - $38K
|
76.2K
$6.5M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
111K+ 4.41% |
$8.47M - $9.09M
|
2.64M
$225M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.87K- 0.3% |
$370K - $397K
|
1.62M
$138M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
8.24K+ 382.37% |
$626K - $672K
|
10.4K
$886K
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
7.1KNew |
$539K - $579K
|
7.1K
$605K
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1.46K- 11.07% |
$111K - $119K
|
11.7K
$1M
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
3.02K+ 82.22% |
$229K - $246K
|
6.69K
$571K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.12K- 22.19% |
$85.2K - $91.5K
|
3.93K
$335K
|
|
|
May 15, 2025
Q1 2025
|
Sculptor Capital LP
New York, NY |
SELL
|
- |
-17.1K- 63.82% |
$1.3M - $1.39M
|
9.69K
$826K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
266+ 7.56% |
$20.2K - $21.7K
|
3.78K
$323K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-315- 0.08% |
$23.9K - $25.7K
|
389K
$33.2M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-28.4K- 69.34% |
$2.16M - $2.32M
|
12.5K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
400+ 4.38% |
$30.4K - $32.6K
|
9.52K
$812K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-15- 0.28% |
$1.14K - $1.22K
|
5.41K
$461K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
5.5KNew |
$418K - $449K
|
5.5K
$469K
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-3.18K- 16.98% |
$242K - $260K
|
15.6K
$1.33M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
SELL
|
- |
-6.57K- 2.84% |
$499K - $536K
|
225K
$19.2M
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
4.23K+ 43.22% |
$322K - $345K
|
14K
$1.2M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-13.5K- 83.32% |
$1.02M - $1.1M
|
2.7K
$230K
|
|
|
May 15, 2025
Q1 2025
|
Seldon Capital LP
San Francisco, CA |
SELL
|
- |
-2.48K- 37.84% |
$188K - $202K
|
4.07K
$347K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1+ 0.01% |
$76 - $81.6
|
19.6K
$1.67M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-9K- 29.0% |
$684K - $734K
|
22K
$1.88M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-169- 3.79% |
$12.8K - $13.8K
|
4.29K
$366K
|
|
|
May 15, 2025
Q1 2025
|
Sona Asset Management (Us) LLC
New York, NY |
BUY
|
PUT |
847KNew |
$64.4M - $69.1M
|
847K
$72.2M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-7.48K- 31.74% |
$568K - $610K
|
16.1K
$1.37M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
2.4K+ 400.0% |
$182K - $196K
|
3K
$256K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.53K- 1.37% |
$116K - $125K
|
110K
$9.38M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.11K- 1.65% |
$84.3K - $90.6K
|
66.2K
$5.64M
|