Latest Institutional Purchases of Spdr Bloomberg Convertible Sec (CWB)
This list provides information on the latest institutional transactions involving Spdr Bloomberg Convertible Sec (CWB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
290K+ 49.9% |
$22.1M - $23.8M
|
871K
$69.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
117KNew |
$8.94M - $9.65M
|
117K
$9.42M
|
|
|
Jan 27, 2025
Q4 2024
|
Win Advisors, Inc
|
BUY
|
- |
105K+ 732.54% |
$8.02M - $8.65M
|
120K
$9.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
103K+ 243.52% |
$7.82M - $8.44M
|
145K
$11.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
101KNew |
$7.69M - $8.3M
|
101K
$8.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
97.7KNew |
$7.45M - $8.04M
|
97.7K
$7.85M
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
90K+ 253.73% |
$6.86M - $7.4M
|
125K
$10.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
68.5KNew |
$5.22M - $5.64M
|
68.5K
$5.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
67.3KNew |
$5.13M - $5.53M
|
67.3K
$5.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
62.6KNew |
$4.77M - $5.15M
|
62.6K
$5.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
49.7KNew |
$3.79M - $4.09M
|
49.7K
$3.99M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
35.1K+ 502.25% |
$2.67M - $2.88M
|
42K
$3.37M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
34.1KNew |
$2.6M - $2.81M
|
34.1K
$2.74M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
29.8K+ 36.35% |
$2.27M - $2.45M
|
112K
$8.96M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
28.6K+ 96.03% |
$2.18M - $2.35M
|
58.3K
$4.68M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
18.9K+ 11.76% |
$1.44M - $1.56M
|
180K
$14.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
13.7K+ 221.66% |
$1.05M - $1.13M
|
19.9K
$1.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
13KNew |
$992K - $1.07M
|
13K
$1.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
9.9KNew |
$754K - $814K
|
9.9K
$795K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
9.46K+ 4.82% |
$721K - $778K
|
205K
$16.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
9.26KNew |
$705K - $761K
|
9.26K
$743K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
8.97KNew |
$684K - $738K
|
8.97K
$720K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
8.31K+ 11.55% |
$633K - $683K
|
80.3K
$6.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
7.01KNew |
$534K - $576K
|
7.01K
$563K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
6.08KNew |
$463K - $500K
|
6.08K
$488K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
6.06K+ 87.5% |
$461K - $498K
|
13K
$1.04M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
5.61K+ 151.54% |
$427K - $461K
|
9.31K
$747K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
5.28KNew |
$402K - $434K
|
5.28K
$424K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
5.04KNew |
$384K - $415K
|
5.04K
$405K
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
4.69KNew |
$358K - $386K
|
4.69K
$377K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
4.24KNew |
$323K - $348K
|
4.24K
$340K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
3.87K+ 48.01% |
$295K - $318K
|
11.9K
$957K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.58KNew |
$273K - $295K
|
3.58K
$288K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.43KNew |
$261K - $282K
|
3.43K
$275K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
3.15KNew |
$240K - $259K
|
3.15K
$253K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.05K+ 15.8% |
$233K - $251K
|
22.4K
$1.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
2.98K+ 43.79% |
$227K - $245K
|
9.79K
$786K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.89K+ 18.0% |
$220K - $238K
|
19K
$1.52M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.64KNew |
$201K - $217K
|
2.64K
$212K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.6K+ 29.93% |
$198K - $214K
|
11.3K
$906K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
2.39K+ 28.63% |
$182K - $196K
|
10.7K
$862K
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
2.01K+ 19.94% |
$153K - $165K
|
12.1K
$968K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.82K+ 0.9% |
$139K - $150K
|
205K
$16.5M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
1.51K+ 16.45% |
$115K - $124K
|
10.7K
$855K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
1.09K+ 1.0% |
$82.7K - $89.2K
|
110K
$8.81M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
1.02K+ 15.29% |
$77.4K - $83.6K
|
7.66K
$615K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
925+ 4.53% |
$70.5K - $76.1K
|
21.3K
$1.71M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
596+ 1.24% |
$45.4K - $49K
|
48.6K
$3.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
547New |
$41.7K - $45K
|
547
$43.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
542+ 15.27% |
$41.3K - $44.6K
|
4.09K
$328K
|