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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.97K+ 1.44% |
$529K - $568K
|
489K
$40.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
6.91KNew |
$525K - $563K
|
6.91K
$569K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
6.56K+ 28.29% |
$499K - $535K
|
29.8K
$2.45M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
5.61K+ 5.0% |
$426K - $457K
|
118K
$9.71M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
5.53K+ 55.28% |
$420K - $451K
|
15.5K
$1.28M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
5.5KNew |
$418K - $449K
|
5.5K
$453K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
5.5KNew |
$418K - $449K
|
5.5K
$453K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.41K+ 6.24% |
$411K - $441K
|
92.1K
$7.59M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.81K+ 21.44% |
$365K - $392K
|
27.2K
$2.24M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
4.81KNew |
$365K - $392K
|
4.81K
$396K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.28K+ 140.67% |
$325K - $349K
|
7.31K
$603K
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
4.23K+ 43.22% |
$322K - $345K
|
14K
$1.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
4.05KNew |
$308K - $330K
|
4.05K
$334K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.91KNew |
$297K - $319K
|
3.91K
$322K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.91KNew |
$297K - $319K
|
3.91K
$322K
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
3.66K+ 2.65% |
$278K - $298K
|
142K
$11.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.57KNew |
$271K - $291K
|
3.57K
$294K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.49K+ 19.42% |
$265K - $284K
|
21.4K
$1.77M
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
3.33K+ 2.84% |
$253K - $271K
|
121K
$9.95M
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
3.32K+ 99.34% |
$252K - $271K
|
6.66K
$549K
|
|
|
May 08, 2025
Q1 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
3.3K+ 12.07% |
$251K - $269K
|
30.6K
$2.53M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
3.1KNew |
$236K - $253K
|
3.1K
$256K
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
3.02K+ 82.22% |
$229K - $246K
|
6.69K
$552K
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
2.98KNew |
$227K - $243K
|
2.98K
$246K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.95KNew |
$224K - $241K
|
2.95K
$243K
|
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
2.79K+ 3.93% |
$212K - $227K
|
73.7K
$6.07M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
2.78KNew |
$211K - $227K
|
2.78K
$229K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.63KNew |
$200K - $214K
|
2.63K
$217K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.5K+ 124900.0% |
$190K - $204K
|
2.5K
$206K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
2.4K+ 400.0% |
$182K - $196K
|
3K
$247K
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
2.29K+ 1.03% |
$174K - $186K
|
225K
$18.5M
|
|
|
Apr 22, 2025
Q1 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
2.26K+ 0.59% |
$172K - $184K
|
382K
$31.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2.25K+ 10.14% |
$171K - $183K
|
24.4K
$2.01M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.15K+ 3.19% |
$163K - $175K
|
69.4K
$5.72M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
2.1K+ 14.56% |
$160K - $171K
|
16.5K
$1.36M
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
2.08K+ 52.54% |
$158K - $170K
|
6.04K
$498K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
2KNew |
$152K - $163K
|
2K
$165K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
1.99K+ 4.64% |
$151K - $162K
|
44.8K
$3.69M
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
BUY
|
- |
1.87K+ 9.62% |
$142K - $153K
|
21.3K
$1.76M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.77K+ 6.55% |
$134K - $144K
|
28.7K
$2.37M
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
1.72K+ 1.7% |
$130K - $140K
|
103K
$8.46M
|
|
|
May 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
1.7KNew |
$129K - $138K
|
1.7K
$140K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.52K+ 114.81% |
$115K - $124K
|
2.84K
$234K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.43K+ 156.35% |
$109K - $117K
|
2.34K
$193K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
1.43KNew |
$108K - $116K
|
1.43K
$118K
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1.38K+ 6.56% |
$105K - $112K
|
22.3K
$1.84M
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.32K+ 1.77% |
$99.9K - $107K
|
75.5K
$6.23M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.19K+ 2.34% |
$90.6K - $97.2K
|
52.1K
$4.29M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
1.15K+ 10.69% |
$87.2K - $93.6K
|
11.9K
$979K
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
1.12K+ 5.04% |
$84.9K - $91.1K
|
23.3K
$1.92M
|