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 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
596+ 1.24% |
$45.4K - $49K
|
48.6K
$3.79M
|
|
|
Mar 03, 2025
Q4 2024
|
Cim, LLC
|
BUY
|
- |
584+ 1.39% |
$44.5K - $48K
|
42.5K
$3.31M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
547New |
$41.7K - $45K
|
547
$42.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
542+ 15.27% |
$41.3K - $44.6K
|
4.09K
$319K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
540New |
$41.2K - $44.4K
|
540
$42K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
525+ 18.86% |
$40K - $43.2K
|
3.31K
$258K
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
505New |
$38.5K - $41.5K
|
505
$39.3K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
471+ 5.05% |
$35.9K - $38.7K
|
9.8K
$763K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
459+ 24.02% |
$35K - $37.7K
|
2.37K
$185K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
427+ 6.42% |
$32.5K - $35.1K
|
7.07K
$551K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
413+ 0.97% |
$31.5K - $34K
|
42.8K
$3.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
407+ 13.07% |
$31K - $33.5K
|
3.52K
$274K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
398+ 8.6% |
$30.3K - $32.7K
|
5.03K
$391K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
372+ 1.58% |
$28.4K - $30.6K
|
23.9K
$1.86M
|
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
366+ 2.98% |
$27.9K - $30.1K
|
12.6K
$984K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
359New |
$27.4K - $29.5K
|
359
$28K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
351+ 8.54% |
$26.7K - $28.9K
|
4.46K
$347K
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
346New |
$26.4K - $28.5K
|
346
$26.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
335+ 2.71% |
$25.5K - $27.6K
|
12.7K
$989K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
322+ 4.59% |
$24.5K - $26.5K
|
7.34K
$572K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
288+ 2.71% |
$21.9K - $23.7K
|
10.9K
$849K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
285+ 0.87% |
$21.7K - $23.4K
|
32.9K
$2.56M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
282+ 0.37% |
$21.5K - $23.2K
|
77.3K
$6.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
278+ 0.74% |
$21.2K - $22.9K
|
38.1K
$2.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
261+ 1.19% |
$19.9K - $21.5K
|
22.2K
$1.73M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
254+ 117.05% |
$19.4K - $20.9K
|
471
$36.7K
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
249+ 1.5% |
$19K - $20.5K
|
16.9K
$1.31M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
230New |
$17.5K - $18.9K
|
230
$17.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
219+ 0.51% |
$16.7K - $18K
|
43K
$3.35M
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
215New |
$16.4K - $17.7K
|
215
$16.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
215+ 1.11% |
$16.4K - $17.7K
|
19.6K
$1.52M
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
194+ 0.66% |
$14.8K - $16K
|
29.6K
$2.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
193+ 5.94% |
$14.7K - $15.9K
|
3.44K
$268K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
187+ 4.47% |
$14.3K - $15.4K
|
4.37K
$341K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
184+ 1.93% |
$14K - $15.1K
|
9.73K
$758K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
183+ 6.4% |
$13.9K - $15K
|
3.04K
$237K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
165+ 0.36% |
$12.6K - $13.6K
|
46.4K
$3.62M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
156+ 1.58% |
$11.9K - $12.8K
|
10.1K
$783K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
154+ 2.83% |
$11.7K - $12.7K
|
5.59K
$435K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
149+ 0.1% |
$11.4K - $12.3K
|
155K
$12M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
114+ 1.33% |
$8.69K - $9.38K
|
8.67K
$675K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
109+ 1.25% |
$8.31K - $8.96K
|
8.8K
$685K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
97New |
$7.39K - $7.98K
|
97
$7.55K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
94New |
$7.16K - $7.73K
|
94
$7.32K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
66New |
$5.03K - $5.43K
|
66
$5.14K
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
64+ 0.37% |
$4.88K - $5.26K
|
17.2K
$1.34M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
61New |
$4.65K - $5.02K
|
61
$4.75K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
59+ 0.03% |
$4.5K - $4.85K
|
189K
$14.8M
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
59+ 0.52% |
$4.5K - $4.85K
|
11.5K
$896K
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
54+ 0.62% |
$4.12K - $4.44K
|
8.7K
$677K
|