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 |
---|---|---|---|---|---|---|---|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
21+ 0.34% |
$1.46K - $1.53K
|
6.13K
$469K
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-37- 0.39% |
$2.58K - $2.69K
|
9.49K
$726K
|
|
Jul 22, 2024
Q2 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
1.13K+ 13.74% |
$78.6K - $82.2K
|
9.35K
$716K
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
BUY
|
- |
6.96K+ 3.59% |
$485K - $507K
|
201K
$15.4M
|
|
Jul 22, 2024
Q2 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-2.36K- 2.9% |
$164K - $172K
|
78.9K
$6.04M
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
582+ 1.57% |
$40.5K - $42.4K
|
37.7K
$2.88M
|
|
Jul 22, 2024
Q2 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
226+ 0.7% |
$15.7K - $16.5K
|
32.7K
$2.5M
|
|
Jul 22, 2024
Q2 2024
|
David J Yvars Group
|
SELL
|
- |
-789- 1.26% |
$54.9K - $57.4K
|
62K
$4.75M
|
|
Jul 19, 2024
Q2 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
115+ 718.75% |
$8K - $8.37K
|
131
$10K
|
|
Jul 19, 2024
Q2 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-3- 0.04% |
$209 - $218
|
7.76K
$594K
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1+ 0.12% |
$69.6 - $72.8
|
823
$63K
|
|
Jul 19, 2024
Q2 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-312- 3.37% |
$21.7K - $22.7K
|
8.95K
$685K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.11K- 2.2% |
$147K - $154K
|
93.8K
$7.18M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
19.5K+ 11.47% |
$1.36M - $1.42M
|
190K
$14.5M
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
133+ 2.23% |
$9.26K - $9.68K
|
6.11K
$467K
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-21.2K- 7.35% |
$1.48M - $1.55M
|
268K
$20.5M
|
|
Jul 19, 2024
Q2 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
25+ 0.43% |
$1.74K - $1.82K
|
5.81K
$444K
|
|
Jul 19, 2024
Q2 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
135+ 1.38% |
$9.4K - $9.83K
|
9.89K
$757K
|
|
Jul 18, 2024
Q2 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-164- 0.7% |
$11.4K - $11.9K
|
23.4K
$1.79M
|
|
Jul 18, 2024
Q2 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-4.93K- 14.8% |
$343K - $359K
|
28.4K
$2.17M
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
3.79KNew |
$264K - $276K
|
3.79K
$290K
|
|
Jul 18, 2024
Q2 2024
|
Old Port Advisors
|
SELL
|
- |
-118- 2.06% |
$8.21K - $8.59K
|
5.62K
$430K
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
244+ 1.09% |
$17K - $17.8K
|
22.6K
$1.73M
|
|
Jul 17, 2024
Q2 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
61+ 0.63% |
$4.25K - $4.44K
|
9.82K
$752K
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
281New |
$19.6K - $20.5K
|
281
$21.5K
|
|
Jul 17, 2024
Q2 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
2+ 0.06% |
$139 - $146
|
3.31K
$253K
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.39% |
$139 - $146
|
520
$39.8K
|
|
Jul 17, 2024
Q2 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-1.66K- 1.47% |
$115K - $121K
|
111K
$8.51M
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-101- 0.3% |
$7.03K - $7.35K
|
33.5K
$2.57M
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
BUY
|
- |
3+ 0.06% |
$209 - $218
|
5.43K
$416K
|
|
Jul 17, 2024
Q2 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
2.78K+ 12.46% |
$194K - $203K
|
25.1K
$1.92M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
93.8K+ 75.45% |
$6.53M - $6.83M
|
218K
$16.7M
|
|
Jul 16, 2024
Q2 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-500- 55.56% |
$34.8K - $36.4K
|
400
$30.6K
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
3.79KNew |
$264K - $276K
|
3.79K
$290K
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2+ 0.06% |
$139 - $146
|
3.12K
$239K
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 0.32% |
$278 - $291
|
1.26K
$96.1K
|
|
Jul 16, 2024
Q2 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-175- 5.43% |
$12.2K - $12.7K
|
3.05K
$233K
|
|
Jul 16, 2024
Q2 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-201- 1.44% |
$14K - $14.6K
|
13.8K
$1.06M
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-123- 3.1% |
$8.56K - $8.95K
|
3.84K
$294K
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
740New |
$51.5K - $53.9K
|
740
$56.6K
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-32.4K- 88.27% |
$2.25M - $2.36M
|
4.3K
$329K
|
|
Jul 16, 2024
Q2 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-105- 1.59% |
$7.31K - $7.64K
|
6.51K
$498K
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-103- 0.69% |
$7.17K - $7.5K
|
14.8K
$1.14M
|
|
Jul 16, 2024
Q2 2024
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-103- 14.03% |
$7.17K - $7.5K
|
631
$48.3K
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1+ 0.39% |
$69.6 - $72.8
|
256
$19.6K
|
|
Jul 15, 2024
Q2 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-197- 2.76% |
$13.7K - $14.3K
|
6.93K
$530K
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
550+ 14.38% |
$38.3K - $40K
|
4.38K
$335K
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
76+ 0.49% |
$5.29K - $5.53K
|
15.7K
$1.2M
|
|
Jul 15, 2024
Q2 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
3+ 0.07% |
$209 - $218
|
4.33K
$331K
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-7K- 34.37% |
$487K - $510K
|
13.4K
$1.02M
|