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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
90+ 5.92% |
$6.26K - $6.55K
|
1.61K
$131K
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
79New |
$5.5K - $5.75K
|
79
$6.41K
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
57New |
$3.97K - $4.15K
|
57
$4.62K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
52New |
$3.62K - $3.79K
|
52
$4.22K
|
|
|
Jul 10, 2024
Q2 2024
|
S.A. Mason LLC
|
BUY
|
- |
38+ 5.74% |
$2.64K - $2.77K
|
700
$56.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
37+ 0.55% |
$2.58K - $2.69K
|
6.81K
$552K
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
32+ 1.48% |
$2.23K - $2.33K
|
2.19K
$177K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1+ 0.03% |
$69.6 - $72.8
|
3.08K
$250K
|
|
| Q1 2024 | |||||||
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
211KNew |
$14.9M - $15.5M
|
211K
$17.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
70.7KNew |
$4.99M - $5.17M
|
70.7K
$5.73M
|
|
|
May 15, 2024
Q1 2024
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
59.2KNew |
$4.18M - $4.33M
|
59.2K
$4.8M
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
33.2KNew |
$2.34M - $2.43M
|
33.2K
$2.69M
|
|
|
Apr 30, 2024
Q1 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
19.6KNew |
$1.38M - $1.43M
|
19.6K
$1.59M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
17.9KNew |
$1.26M - $1.31M
|
17.9K
$1.45M
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
15KNew |
$1.06M - $1.1M
|
15K
$1.22M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
14.6KNew |
$1.03M - $1.07M
|
14.6K
$1.18M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
12.7KNew |
$899K - $931K
|
12.7K
$1.03M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
11.7KNew |
$829K - $859K
|
11.7K
$953K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
6.61KNew |
$467K - $484K
|
6.61K
$536K
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
5.48KNew |
$387K - $401K
|
5.48K
$444K
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
4.94KNew |
$349K - $361K
|
4.94K
$400K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
4.37K+ 131.08% |
$308K - $319K
|
7.7K
$624K
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
4.21KNew |
$297K - $308K
|
4.21K
$341K
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
3.73KNew |
$263K - $273K
|
3.73K
$302K
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.54KNew |
$250K - $259K
|
3.54K
$287K
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
3.28K+ 434.93% |
$231K - $240K
|
4.03K
$327K
|
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.9KNew |
$205K - $212K
|
2.9K
$235K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.88KNew |
$203K - $211K
|
2.88K
$234K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.75KNew |
$194K - $201K
|
2.75K
$223K
|
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
2.5K+ 57.67% |
$177K - $183K
|
6.84K
$554K
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
1.64K+ 47.97% |
$116K - $120K
|
5.07K
$411K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.57K+ 5.44% |
$111K - $115K
|
30.3K
$2.46M
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.4KNew |
$98.9K - $102K
|
1.4K
$114K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
371New |
$26.2K - $27.1K
|
371
$30.1K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
297New |
$21K - $21.7K
|
297
$24.1K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
283+ 291.75% |
$20K - $20.7K
|
380
$30.8K
|
|
|
May 14, 2024
Q1 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
225+ 5.09% |
$15.9K - $16.5K
|
4.65K
$377K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
210New |
$14.8K - $15.4K
|
210
$17K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
185+ 5.13% |
$13.1K - $13.5K
|
3.79K
$307K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
175New |
$12.4K - $12.8K
|
175
$14.2K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
130New |
$9.18K - $9.51K
|
130
$10.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
68New |
$4.8K - $4.98K
|
68
$5.52K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
43+ 0.08% |
$3.04K - $3.15K
|
56.6K
$4.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
7+ 0.23% |
$494 - $512
|
3.11K
$252K
|
|
|
Apr 24, 2024
Q1 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
4+ 0.12% |
$282 - $293
|
3.45K
$280K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2+ 0.8% |
$141 - $146
|
252
$20.4K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2023 | |||||||
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
811KNew |
$52.5M - $58.8M
|
811K
$65.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Mackay Shields LLC
|
BUY
|
- |
65.9KNew |
$4.26M - $4.77M
|
65.9K
$5.34M
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Advisors LLC
|
BUY
|
- |
57.6KNew |
$3.72M - $4.17M
|
57.6K
$4.67M
|
|