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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-280- 1.34% |
$21.3K - $23K
|
20.7K
$1.61M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-3.28K- 14.44% |
$250K - $270K
|
19.4K
$1.52M
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
97New |
$7.39K - $7.98K
|
97
$7.57K
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
3.43KNew |
$261K - $282K
|
3.43K
$268K
|
|
|
Feb 11, 2025
Q4 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
11.8K+ 31.39% |
$903K - $974K
|
49.6K
$3.87M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
230New |
$17.5K - $18.9K
|
230
$18K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
19.3K+ 3.22% |
$1.47M - $1.59M
|
618K
$48.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
49.1K+ 11.0% |
$3.74M - $4.04M
|
496K
$38.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
202K+ 19.93% |
$15.4M - $16.6M
|
1.22M
$95.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-23K- 23.68% |
$1.75M - $1.89M
|
74.2K
$5.79M
|
|
|
Feb 11, 2025
Q4 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
50.9K+ 97825.0% |
$3.88M - $4.18M
|
50.9K
$3.97M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-720- 15.88% |
$54.9K - $59.2K
|
3.82K
$298K
|
|
|
Feb 11, 2025
Q4 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-275- 9.67% |
$21K - $22.6K
|
2.57K
$201K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.41K+ 17.48% |
$183K - $198K
|
16.2K
$1.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.9K+ 7.05% |
$1.22M - $1.31M
|
242K
$18.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-36.4K- 71.63% |
$2.78M - $3M
|
14.4K
$1.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.83K- 5.16% |
$140K - $151K
|
33.7K
$2.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-2.28K- 10.55% |
$173K - $187K
|
19.3K
$1.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
737+ 10.68% |
$56.2K - $60.6K
|
7.64K
$596K
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-234- 0.72% |
$17.8K - $19.2K
|
32.3K
$2.52M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
695+ 74.41% |
$53K - $57.2K
|
1.63K
$127K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-260- 1.15% |
$19.8K - $21.4K
|
22.4K
$1.75M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
77.4K+ 833.51% |
$5.9M - $6.37M
|
86.7K
$6.77M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
27+ 168.75% |
$2.06K - $2.22K
|
43
$3.36K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
38.8KNew |
$2.95M - $3.19M
|
38.8K
$3.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
359New |
$27.4K - $29.5K
|
359
$28K
|
|
|
Feb 10, 2025
Q4 2024
|
Chesapeake Capital Corp /Il/
Richmond, VA |
SELL
|
- |
-85- 0.46% |
$6.48K - $6.99K
|
18.4K
$1.44M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-24.8K- 2.93% |
$1.89M - $2.04M
|
822K
$64.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-109- 2.51% |
$8.31K - $8.96K
|
4.23K
$330K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-90K- 29.82% |
$6.86M - $7.4M
|
212K
$16.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.31K- 4.64% |
$100K - $108K
|
27K
$2.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-2.04K- 5.69% |
$156K - $168K
|
33.9K
$2.65M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 1.05% |
$76.2 - $82.2
|
96
$7.49K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-1.22K- 4.11% |
$92.9K - $100K
|
28.5K
$2.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
8.87KNew |
$676K - $730K
|
8.87K
$692K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
837+ 1.67% |
$63.8K - $68.8K
|
50.9K
$3.97M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-800- 14.88% |
$61K - $65.8K
|
4.58K
$357K
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
249+ 1.5% |
$19K - $20.5K
|
16.9K
$1.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
23KNew |
$1.75M - $1.89M
|
23K
$1.79M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
634+ 21.16% |
$48.3K - $52.1K
|
3.63K
$283K
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
861+ 16.65% |
$65.6K - $70.8K
|
6.03K
$471K
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-6K- 35.65% |
$457K - $493K
|
10.8K
$845K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.28K+ 4.54% |
$326K - $352K
|
98.5K
$7.69M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-5.55K- 27.73% |
$423K - $456K
|
14.5K
$1.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
51.3KNew |
$3.91M - $4.22M
|
51.3K
$4.01M
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-230- 1.03% |
$17.5K - $18.9K
|
22.2K
$1.73M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
93.4KNew |
$7.12M - $7.68M
|
93.4K
$7.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-618K- 28.01% |
$47.1M - $50.8M
|
1.59M
$124M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.97K+ 11.79% |
$608K - $656K
|
75.6K
$5.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-15- 0.93% |
$1.14K - $1.23K
|
1.59K
$124K
|