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 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-7.52K- 7.63% |
$572K - $614K
|
91K
$7.76M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
69K+ 25.67% |
$5.25M - $5.63M
|
338K
$28.8M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
20+ 2.57% |
$1.52K - $1.63K
|
798
$68.1K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
8.1K+ 1.71% |
$616K - $661K
|
483K
$41.2M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.28K- 5.31% |
$97.2K - $104K
|
22.8K
$1.94M
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-455- 10.19% |
$34.6K - $37.1K
|
4.01K
$342K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-51.5K- 26.42% |
$3.91M - $4.2M
|
143K
$12.2M
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
3.32K+ 99.34% |
$252K - $271K
|
6.66K
$568K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
1.99K+ 4.64% |
$151K - $162K
|
44.8K
$3.82M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-3.4K- 33.07% |
$258K - $277K
|
6.88K
$587K
|
|
|
May 12, 2025
Q1 2025
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
15.4K+ 91.07% |
$1.17M - $1.25M
|
32.3K
$2.75M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
3.1KNew |
$236K - $253K
|
3.1K
$265K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-58.1K- 35.69% |
$4.41M - $4.74M
|
105K
$8.92M
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-113K- 51.72% |
$8.6M - $9.24M
|
106K
$9.01M
|
|
|
May 12, 2025
Q1 2025
|
Florin Court Capital LLP
|
BUY
|
- |
67.7K+ 72.58% |
$5.14M - $5.52M
|
161K
$13.7M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1+ 0.45% |
$76 - $81.6
|
221
$18.8K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
10KNew |
$760K - $816K
|
10K
$853K
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
3.66K+ 2.65% |
$278K - $298K
|
142K
$12.1M
|
|
|
May 12, 2025
Q1 2025
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-465- 2.25% |
$35.3K - $37.9K
|
20.2K
$1.72M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-271- 2.76% |
$20.6K - $22.1K
|
9.55K
$815K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.19K+ 2.34% |
$90.6K - $97.2K
|
52.1K
$4.44M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-15.7K- 1.91% |
$1.19M - $1.28M
|
806K
$68.8M
|
|
|
May 09, 2025
Q1 2025
|
Barings LLC
|
BUY
|
- |
47.2KNew |
$3.59M - $3.85M
|
47.2K
$4.02M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-259- 0.11% |
$19.7K - $21.1K
|
242K
$20.6M
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
2+ 0.03% |
$152 - $163
|
7.06K
$602K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-669- 14.1% |
$50.8K - $54.6K
|
4.08K
$348K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-231K- 99.48% |
$17.5M - $18.8M
|
1.2K
$102K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-25.5K- 17.64% |
$1.94M - $2.08M
|
119K
$10.2M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
86.7K+ 14.02% |
$6.58M - $7.07M
|
705K
$60.1M
|
|
|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
540+ 2.8% |
$41K - $44.1K
|
19.8K
$1.69M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
6New |
$456 - $489
|
6
$512
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
106New |
$8.05K - $8.65K
|
106
$9.04K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-301- 0.64% |
$22.9K - $24.6K
|
46.6K
$3.97M
|
|
|
May 08, 2025
Q1 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
723+ 8.63% |
$54.9K - $59K
|
9.1K
$776K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.91KNew |
$297K - $319K
|
3.91K
$333K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-106- 2.7% |
$8.05K - $8.65K
|
3.82K
$326K
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
21K+ 0.89% |
$1.59M - $1.71M
|
2.38M
$203M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-3.9K- 1.9% |
$296K - $318K
|
201K
$17.2M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.52K+ 114.81% |
$115K - $124K
|
2.84K
$242K
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
14+ 0.08% |
$1.06K - $1.14K
|
16.9K
$1.44M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-138K- 17.35% |
$10.5M - $11.3M
|
659K
$56.2M
|
|
|
May 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
1.7KNew |
$129K - $138K
|
1.7K
$145K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
5.61K+ 5.0% |
$426K - $457K
|
118K
$10.1M
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-153- 0.67% |
$11.6K - $12.5K
|
22.8K
$1.94M
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-588- 7.91% |
$44.7K - $48K
|
6.85K
$584K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-422- 2.21% |
$32.1K - $34.4K
|
18.7K
$1.59M
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
8.22K+ 124.24% |
$625K - $671K
|
14.8K
$1.27M
|
|
|
May 08, 2025
Q1 2025
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
256+ 0.86% |
$19.5K - $20.9K
|
30K
$2.56M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
45+ 2.76% |
$3.42K - $3.67K
|
1.67K
$143K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-294- 5.73% |
$22.3K - $24K
|
4.84K
$412K
|