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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-632- 18.09% |
$45K - $48.4K
|
2.86K
$223K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.7K+ 1.69% |
$263K - $283K
|
222K
$17.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
11.4K+ 17.39% |
$812K - $874K
|
77K
$6.01M
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-3.16K- 6.91% |
$225K - $242K
|
42.5K
$3.32M
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-1.48K- 24.23% |
$105K - $113K
|
4.63K
$361K
|
|
|
Oct 22, 2024
Q3 2024
|
Bts Asset Management, Inc.
|
SELL
|
- |
-64.2K- 88.18% |
$4.57M - $4.92M
|
8.61K
$671K
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
1.5K+ 40.89% |
$107K - $115K
|
5.17K
$403K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-17.8K- 14.11% |
$1.27M - $1.37M
|
109K
$8.48M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-46- 1.88% |
$3.27K - $3.52K
|
2.41K
$188K
|
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-282- 8.14% |
$20.1K - $21.6K
|
3.18K
$248K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.67K+ 29.56% |
$261K - $281K
|
16.1K
$1.25M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-3.59K- 1.73% |
$256K - $275K
|
203K
$15.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1.61KNew |
$114K - $123K
|
1.61K
$125K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-325- 1.64% |
$23.1K - $24.9K
|
19.4K
$1.52M
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
161KNew |
$11.5M - $12.3M
|
161K
$12.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
1.57K+ 22.39% |
$111K - $120K
|
8.56K
$668K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.2KNew |
$85.1K - $91.6K
|
1.2K
$93.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.96K- 21.96% |
$140K - $150K
|
6.98K
$544K
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
128+ 1.56% |
$9.11K - $9.8K
|
8.34K
$651K
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-371- 3.09% |
$26.4K - $28.4K
|
11.6K
$907K
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-75.7K- 68.08% |
$5.39M - $5.8M
|
35.5K
$2.77M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19.3K+ 9.36% |
$1.38M - $1.48M
|
226K
$17.6M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-60.2K- 39.5% |
$4.28M - $4.61M
|
92.1K
$7.19M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-10.2K- 10.9% |
$728K - $783K
|
83.6K
$6.52M
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-37- 1.12% |
$2.63K - $2.83K
|
3.27K
$255K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-43- 0.02% |
$3.06K - $3.29K
|
190K
$14.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Act Advisors, Llc.
|
BUY
|
- |
213KNew |
$15.1M - $16.3M
|
213K
$16.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Petix & Botte CO
|
BUY
|
- |
2.11K+ 1.58% |
$150K - $162K
|
136K
$10.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-375- 6.9% |
$26.7K - $28.7K
|
5.06K
$394K
|
|
|
Oct 18, 2024
Q3 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-2.05K- 2.6% |
$146K - $157K
|
76.9K
$5.99M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
13.5KNew |
$961K - $1.03M
|
13.5K
$1.05M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.66K+ 31.06% |
$118K - $127K
|
7.02K
$548K
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-342- 3.46% |
$24.3K - $26.2K
|
9.55K
$745K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
8.69KNew |
$619K - $665K
|
8.69K
$678K
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-2.61K- 0.78% |
$186K - $200K
|
330K
$25.8M
|
|
|
Oct 16, 2024
Q3 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
22.3K+ 5.99% |
$1.59M - $1.71M
|
395K
$30.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
10+ 1.58% |
$712 - $766
|
641
$50K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.56KNew |
$111K - $119K
|
1.56K
$122K
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-439- 12.37% |
$31.3K - $33.6K
|
3.11K
$243K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.07K+ 86.03% |
$219K - $235K
|
6.65K
$518K
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
309+ 2.56% |
$22K - $23.7K
|
12.4K
$964K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
5+ 0.15% |
$356 - $383
|
3.43K
$267K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
744New |
$53K - $57K
|
744
$58K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.39K+ 31.75% |
$170K - $183K
|
9.9K
$772K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
7+ 0.21% |
$498 - $536
|
3.27K
$255K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
81.9KNew |
$5.83M - $6.27M
|
81.9K
$6.39M
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-32- 0.58% |
$2.28K - $2.45K
|
5.47K
$427K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
191+ 0.94% |
$13.6K - $14.6K
|
20.4K
$1.59M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 0.24% |
$214 - $230
|
1.26K
$98.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
238+ 2.42% |
$16.9K - $18.2K
|
10.1K
$784K
|