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 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-37.5K- 49.54% |
$2.85M - $3.06M
|
38.2K
$3.14M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-1.58M- 99.34% |
$120M - $129M
|
10.4K
$859K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-8.72K- 11.28% |
$663K - $711K
|
68.6K
$5.65M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-6.48K- 61.77% |
$492K - $528K
|
4.01K
$330K
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-304- 0.25% |
$23.1K - $24.8K
|
123K
$10.1M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2+ 0.06% |
$152 - $163
|
3.52K
$290K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.07% |
$76 - $81.6
|
1.38K
$114K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-2.41K- 10.17% |
$183K - $196K
|
21.2K
$1.75M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
19.2K+ 195.73% |
$1.46M - $1.56M
|
29K
$2.39M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
6.56K+ 28.29% |
$499K - $535K
|
29.8K
$2.45M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-108K- 15.74% |
$8.21M - $8.82M
|
579K
$47.7M
|
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-56- 0.56% |
$4.26K - $4.57K
|
10K
$826K
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
SELL
|
- |
-112- 3.68% |
$8.51K - $9.14K
|
2.93K
$242K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-20.1K- 52.69% |
$1.53M - $1.64M
|
18K
$1.49M
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-125- 3.1% |
$9.5K - $10.2K
|
3.9K
$322K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1K- 5.14% |
$76K - $81.6K
|
18.4K
$1.52M
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-60- 2.74% |
$4.56K - $4.89K
|
2.13K
$175K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-174- 10.92% |
$13.2K - $14.2K
|
1.42K
$117K
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
2.1K+ 14.56% |
$160K - $171K
|
16.5K
$1.36M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-219- 40.56% |
$16.6K - $17.9K
|
321
$26.5K
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-5.36K- 57.56% |
$407K - $437K
|
3.95K
$326K
|
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-2.97K- 2.98% |
$225K - $242K
|
96.6K
$7.97M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-971- 11.81% |
$73.8K - $79.2K
|
7.25K
$598K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
13.6K+ 13.88% |
$1.03M - $1.11M
|
111K
$9.17M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
296+ 23.7% |
$22.5K - $24.1K
|
1.55K
$127K
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
8+ 0.23% |
$608 - $653
|
3.51K
$289K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
84+ 1.53% |
$6.38K - $6.85K
|
5.59K
$461K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-300- 1.41% |
$22.8K - $24.5K
|
21K
$1.73M
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-43K- 83.67% |
$3.26M - $3.51M
|
8.38K
$691K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-9.75K- 9.24% |
$741K - $795K
|
95.7K
$7.89M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.93K- 15.39% |
$147K - $157K
|
10.6K
$875K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
1.43KNew |
$108K - $116K
|
1.43K
$118K
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-4.81K- 66.96% |
$365K - $392K
|
2.37K
$196K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
9+ 0.37% |
$684 - $734
|
2.42K
$199K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-243- 67.69% |
$18.5K - $19.8K
|
116
$9.56K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-165- 1.51% |
$12.5K - $13.5K
|
10.7K
$885K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-422- 21.59% |
$32.1K - $34.4K
|
1.53K
$126K
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-2.99K- 2.66% |
$227K - $244K
|
110K
$9.03M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-1.33K- 12.71% |
$101K - $108K
|
9.1K
$750K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.69K- 23.04% |
$129K - $138K
|
5.65K
$466K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
4.05KNew |
$308K - $330K
|
4.05K
$334K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
823+ 2.85% |
$62.5K - $67.1K
|
29.7K
$2.45M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 0.36% |
$76 - $81.6
|
279
$23K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-10.7K- 13.32% |
$812K - $872K
|
69.6K
$5.73M
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-122- 1.12% |
$9.27K - $9.95K
|
10.8K
$891K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-870- 11.15% |
$66.1K - $71K
|
6.93K
$571K
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
742+ 6.85% |
$56.4K - $60.5K
|
11.6K
$954K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.63KNew |
$200K - $214K
|
2.63K
$217K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.41K- 7.07% |
$107K - $115K
|
18.5K
$1.52M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
25.8K+ 12.55% |
$1.96M - $2.1M
|
231K
$19.1M
|