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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2021
Q3 2021
|
Element Wealth, LLC
|
BUY
|
- |
1.07K+ 110.46% |
$89.3K - $94.6K
|
2.03K
$168K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
461New |
$38.6K - $40.9K
|
461
$38K
|
|
|
Oct 21, 2021
Q3 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
210New |
$17.6K - $18.6K
|
210
$17.3K
|
|
| Q2 2021 | |||||||
|
Apr 04, 2024
Q2 2021
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
101KNew |
$8.11M - $8.85M
|
101K
$8.36M
|
|
|
Sep 21, 2023
Q2 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
50K+ 100.0% |
$4M - $4.36M
|
100K
$8.24M
|
|
|
Jan 27, 2023
Q2 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.84KNew |
$547K - $597K
|
6.84K
$564K
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
2.39KNew |
$191K - $209K
|
2.39K
$197K
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
132New |
$10.7K - $12.2K
|
132
$10.9K
|
|
|
May 14, 2021
Q1 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
25New |
$2.03K - $2.31K
|
25
$2.06K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
3.51KNew |
$242K - $291K
|
3.51K
$289K
|
|
|
Feb 03, 2021
Q4 2020
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1.38KNew |
$95.2K - $115K
|
1.38K
$114K
|
|
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
1.14KNew |
$78.3K - $94.3K
|
1.14K
$93.6K
|
|
|
Jan 21, 2021
Q4 2020
|
Sage Mountain Advisors LLC
|
BUY
|
- |
569New |
$39.2K - $47.2K
|
569
$46.9K
|
|
|
Jan 21, 2021
Q4 2020
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
488New |
$33.6K - $40.5K
|
488
$40.2K
|
|
|
Feb 11, 2021
Q4 2020
|
Ubs Group Ag
|
BUY
|
PUT |
400New |
$27.6K - $33.2K
|
400
$33K
|
|
| Q3 2020 | |||||||
|
Oct 14, 2020
Q3 2020
|
Sabal Trust CO
|
BUY
|
- |
3.23KNew |
$196K - $230K
|
3.23K
$266K
|
|
|
Nov 12, 2020
Q3 2020
|
Column Capital Advisors, LLC
|
BUY
|
- |
25+ 14.29% |
$1.52K - $1.78K
|
200
$16.5K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.15K+ 8.16% |
$97.2K - $130K
|
28.5K
$2.35M
|
|
| Q1 2020 | |||||||
|
May 13, 2020
Q1 2020
|
F Dx Advisors, Inc.
|
BUY
|
- |
10KNew |
$410K - $604K
|
10K
$824K
|
|
| Q4 2019 | |||||||
|
Feb 13, 2020
Q4 2019
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
316KNew |
$16.3M - $17.6M
|
316K
$26M
|
|
| Q3 2019 | |||||||
|
Oct 02, 2019
Q3 2019
|
M&R Capital Management Inc
|
BUY
|
- |
500+ 50.0% |
$26.1K - $26.7K
|
1.5K
$124K
|
|
|
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
BUY
|
- |
2+ 0.32% |
$104 - $107
|
619
$51K
|
|
| Q1 2019 | |||||||
|
Apr 04, 2019
Q1 2019
|
Riverbridge Partners LLC
|
BUY
|
- |
5KNew |
N/A
|
5K
$412K
|
|
| Q4 2018 | |||||||
|
Feb 11, 2019
Q4 2018
|
Sage Capital Advisors,Llc
|
BUY
|
- |
20+ 2.89% |
N/A
|
711
$58.6K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
142KNew |
N/A
|
142K
$11.7M
|
|
| Q2 2018 | |||||||
|
Oct 04, 2024
Q2 2018
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
167KNew |
N/A
|
167K
$13.8M
|
|
| Q4 2017 | |||||||
|
Feb 06, 2018
Q4 2017
|
Toth Financial Advisory Corp
|
BUY
|
- |
22New |
N/A
|
22
$1.81K
|
|
| Q2 2017 | |||||||
|
Aug 22, 2017
Q2 2017
|
Hall Laurie J Trustee
|
BUY
|
- |
500New |
N/A
|
500
$41.2K
|
|