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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
22.8KNew |
$1.64M - $1.88M
|
22.8K
$2.01M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
3.82KNew |
$274K - $315K
|
3.82K
$337K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1+ 0.03% |
$71.9 - $82.7
|
3.52K
$312K
|
|
|
Aug 07, 2025
Q2 2025
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
2.5KNew |
$180K - $207K
|
2.5K
$221K
|
|
|
Aug 07, 2025
Q2 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-5.29K- 23.23% |
$380K - $438K
|
17.5K
$1.55M
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-3- 0.06% |
$216 - $248
|
4.69K
$414K
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
361+ 2.14% |
$25.9K - $29.8K
|
17.3K
$1.53M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-2.56K- 3.68% |
$184K - $212K
|
67K
$5.92M
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
3.74KNew |
$269K - $309K
|
3.74K
$331K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-455- 29.68% |
$32.7K - $37.6K
|
1.08K
$95.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
700New |
$50.3K - $57.9K
|
700
$61.9K
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
2.73KNew |
$196K - $225K
|
2.73K
$241K
|
|
|
Aug 06, 2025
Q2 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-11K- 59.08% |
$788K - $906K
|
7.59K
$671K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
259+ 0.11% |
$18.6K - $21.4K
|
242K
$21.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
26.1K+ 22.18% |
$1.88M - $2.16M
|
144K
$12.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-79- 1.87% |
$5.68K - $6.53K
|
4.15K
$367K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
2.88KNew |
$207K - $238K
|
2.88K
$255K
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
BUY
|
- |
2.65KNew |
$191K - $219K
|
2.65K
$234K
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
BUY
|
- |
71.9K+ 1917.28% |
$5.17M - $5.94M
|
75.6K
$6.69M
|
|
|
Aug 06, 2025
Q2 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
1.63K+ 1.15% |
$117K - $135K
|
144K
$12.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.41K+ 3.27% |
$101K - $116K
|
44.4K
$3.92M
|
|
|
Aug 06, 2025
Q2 2025
|
Florin Court Capital LLP
|
BUY
|
- |
8.72K+ 5.42% |
$626K - $721K
|
170K
$15M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-1.28K- 22.72% |
$91.8K - $106K
|
4.35K
$384K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-14.9K- 53.1% |
$1.07M - $1.23M
|
13.2K
$1.17M
|
|
|
Aug 05, 2025
Q2 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-13- 0.12% |
$934 - $1.07K
|
10.8K
$955K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-79- 0.74% |
$5.68K - $6.53K
|
10.7K
$942K
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.45K- 51.19% |
$104K - $120K
|
1.38K
$122K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-13.8K- 3.06% |
$991K - $1.14M
|
436K
$38.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-2.35K- 4.55% |
$169K - $194K
|
49.2K
$4.35M
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
159+ 1.72% |
$11.4K - $13.1K
|
9.38K
$829K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.98K- 1.57% |
$142K - $164K
|
124K
$11M
|
|
|
Aug 05, 2025
Q2 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-67- 0.67% |
$4.81K - $5.54K
|
9.95K
$880K
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
575+ 1.22% |
$41.3K - $47.5K
|
47.7K
$4.22M
|
|
|
Aug 05, 2025
Q2 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
39.6K+ 605.07% |
$2.84M - $3.27M
|
46.1K
$4.08M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1+ 0.12% |
$71.9 - $82.7
|
828
$73.2K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-900- 19.66% |
$64.7K - $74.4K
|
3.68K
$325K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.89K- 13.47% |
$136K - $157K
|
12.2K
$1.08M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-180- 4.61% |
$12.9K - $14.9K
|
3.73K
$330K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-6- 0.18% |
$431 - $496
|
3.28K
$290K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
87New |
$6.25K - $7.19K
|
87
$7.69K
|
|
|
Aug 04, 2025
Q2 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-50- 1.12% |
$3.59K - $4.13K
|
4.41K
$390K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-7.75K- 74.38% |
$557K - $640K
|
2.67K
$236K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.06K- 13.27% |
$364K - $419K
|
33.1K
$2.93M
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-350- 3.77% |
$25.2K - $28.9K
|
8.93K
$790K
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
SELL
|
- |
-9.03K- 7.33% |
$649K - $746K
|
114K
$10.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
4+ 0.06% |
$287 - $331
|
6.27K
$555K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-28- 14.81% |
$2.01K - $2.31K
|
161
$14.2K
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
351New |
$25.2K - $29K
|
351
$31K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-7.24K- 0.64% |
$520K - $598K
|
1.13M
$100M
|
|
|
Aug 01, 2025
Q2 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
SELL
|
- |
-2.54K- 1.13% |
$182K - $210K
|
223K
$19.7M
|