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 09, 2025
Q1 2025
|
Barings LLC
|
BUY
|
- |
47.2KNew |
$3.59M - $3.85M
|
47.2K
$3.89M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-259- 0.11% |
$19.7K - $21.1K
|
242K
$19.9M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
411+ 1.25% |
$31.2K - $33.5K
|
33.3K
$2.74M
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
2+ 0.03% |
$152 - $163
|
7.06K
$582K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-669- 14.1% |
$50.8K - $54.6K
|
4.08K
$336K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-231K- 99.48% |
$17.5M - $18.8M
|
1.2K
$98.9K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-25.5K- 17.64% |
$1.94M - $2.08M
|
119K
$9.83M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
86.7K+ 14.02% |
$6.58M - $7.07M
|
705K
$58.1M
|
|
|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
540+ 2.8% |
$41K - $44.1K
|
19.8K
$1.64M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
6New |
$456 - $489
|
6
$495
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
106New |
$8.05K - $8.65K
|
106
$8.74K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-301- 0.64% |
$22.9K - $24.6K
|
46.6K
$3.84M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
16+ 0.18% |
$1.22K - $1.31K
|
8.82K
$727K
|
|
|
May 08, 2025
Q1 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
723+ 8.63% |
$54.9K - $59K
|
9.1K
$750K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.91KNew |
$297K - $319K
|
3.91K
$322K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-106- 2.7% |
$8.05K - $8.65K
|
3.82K
$315K
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
21K+ 0.89% |
$1.59M - $1.71M
|
2.38M
$196M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-3.9K- 1.9% |
$296K - $318K
|
201K
$16.6M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.52K+ 114.81% |
$115K - $124K
|
2.84K
$234K
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
14+ 0.08% |
$1.06K - $1.14K
|
16.9K
$1.39M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-138K- 17.35% |
$10.5M - $11.3M
|
659K
$54.3M
|
|
|
May 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
1.7KNew |
$129K - $138K
|
1.7K
$140K
|
|
|
May 08, 2025
Q1 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-85- 2.03% |
$6.46K - $6.93K
|
4.09K
$337K
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1.38K+ 6.56% |
$105K - $112K
|
22.3K
$1.84M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
5.61K+ 5.0% |
$426K - $457K
|
118K
$9.71M
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-153- 0.67% |
$11.6K - $12.5K
|
22.8K
$1.88M
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-588- 7.91% |
$44.7K - $48K
|
6.85K
$564K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-422- 2.21% |
$32.1K - $34.4K
|
18.7K
$1.54M
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
8.22K+ 124.24% |
$625K - $671K
|
14.8K
$1.22M
|
|
|
May 08, 2025
Q1 2025
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
256+ 0.86% |
$19.5K - $20.9K
|
30K
$2.47M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
45+ 2.76% |
$3.42K - $3.67K
|
1.67K
$138K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-294- 5.73% |
$22.3K - $24K
|
4.84K
$399K
|
|
|
May 08, 2025
Q1 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
3.3K+ 12.07% |
$251K - $269K
|
30.6K
$2.53M
|
|
|
May 07, 2025
Q1 2025
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-306- 56.98% |
$23.3K - $25K
|
231
$19K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.91KNew |
$297K - $319K
|
3.91K
$322K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-33.1K- 78.65% |
$2.51M - $2.7M
|
8.98K
$740K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
64.5K+ 5.29% |
$4.9M - $5.26M
|
1.28M
$106M
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
715+ 1.32% |
$54.3K - $58.3K
|
55K
$4.53M
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-105K- 94.14% |
$7.99M - $8.57M
|
6.54K
$539K
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
SELL
|
- |
-139- 2.64% |
$10.6K - $11.3K
|
5.13K
$422K
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
124KNew |
$9.45M - $10.1M
|
124K
$10.2M
|
|
|
May 06, 2025
Q1 2025
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
627+ 1.85% |
$47.6K - $51.2K
|
34.5K
$2.85M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
9.34K+ 49.81% |
$710K - $762K
|
28.1K
$2.32M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-282- 4.77% |
$21.4K - $23K
|
5.63K
$464K
|
|
|
May 06, 2025
Q1 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
10.9K+ 142.89% |
$829K - $890K
|
18.6K
$1.53M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-183- 1.93% |
$13.9K - $14.9K
|
9.28K
$765K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
3+ 0.05% |
$228 - $245
|
6.27K
$517K
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
3.33K+ 2.84% |
$253K - $271K
|
121K
$9.95M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-44- 1.21% |
$3.34K - $3.59K
|
3.59K
$296K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.51K- 0.28% |
$342K - $368K
|
1.59M
$131M
|