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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
30.8KNew |
$1.99M - $2.23M
|
30.8K
$2.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
27.3KNew |
$1.77M - $1.98M
|
27.3K
$2.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
22.6KNew |
$1.46M - $1.63M
|
22.6K
$1.81M
|
|
|
Feb 12, 2024
Q4 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
12KNew |
$775K - $868K
|
12K
$962K
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
11.9K+ 105.65% |
$769K - $862K
|
23.1K
$1.86M
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
BUY
|
- |
10.4KNew |
$671K - $752K
|
10.4K
$833K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
10.3K+ 120.7% |
$668K - $748K
|
18.9K
$1.52M
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
10.1KNew |
$651K - $729K
|
10.1K
$808K
|
|
|
Jan 18, 2024
Q4 2023
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
6.12KNew |
$396K - $443K
|
6.12K
$491K
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
5.79K+ 1491.24% |
$374K - $419K
|
6.17K
$496K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
4.46KNew |
$288K - $323K
|
4.46K
$358K
|
|
|
Jan 24, 2024
Q4 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
3.89KNew |
$251K - $282K
|
3.89K
$312K
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
3.22KNew |
$208K - $233K
|
3.22K
$258K
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
3.09KNew |
$200K - $224K
|
3.09K
$248K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.97KNew |
$192K - $215K
|
2.97K
$238K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2.87K+ 16.96% |
$186K - $208K
|
19.8K
$1.59M
|
|
|
Jan 19, 2024
Q4 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
775New |
$50.1K - $56.2K
|
775
$62.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
593New |
$38.4K - $43K
|
593
$47.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
503+ 124.5% |
$32.5K - $36.5K
|
907
$72.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
399New |
$25.8K - $28.9K
|
399
$32K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
340New |
$22K - $24.6K
|
340
$27.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
300New |
$19.4K - $21.7K
|
300
$24.1K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
219New |
$14.2K - $15.9K
|
219
$17.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
150New |
$9.7K - $10.9K
|
150
$12K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
79+ 7900.0% |
$5.11K - $5.73K
|
80
$6.42K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
41New |
$2.65K - $2.97K
|
41
$3.29K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
30New |
$1.94K - $2.17K
|
30
$2.41K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
22New |
$1.42K - $1.59K
|
22
$1.77K
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
15+ 0.51% |
$970 - $1.09K
|
2.97K
$238K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
4New |
$259 - $290
|
4
$321
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$64.7 - $72.5
|
1
$80.3
|
|
| Q3 2023 | |||||||
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
112K+ 349106.25% |
$7.55M - $8.03M
|
112K
$8.97M
|
|
|
Nov 13, 2023
Q3 2023
|
Barings LLC
|
BUY
|
- |
95.7K+ 232.74% |
$6.46M - $6.88M
|
137K
$11M
|
|
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
90KNew |
$6.08M - $6.47M
|
90K
$7.22M
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
30.4KNew |
$2.06M - $2.19M
|
30.4K
$2.44M
|
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
23.9KNew |
$1.62M - $1.72M
|
23.9K
$1.92M
|
|
|
Oct 25, 2023
Q3 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
16.3K+ 10.94% |
$1.1M - $1.17M
|
166K
$13.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Hall Private Wealth Advisors
|
BUY
|
- |
6.37K+ 2.53% |
$430K - $458K
|
259K
$20.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
5.7KNew |
$385K - $410K
|
5.7K
$458K
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
3.16KNew |
$213K - $227K
|
3.16K
$253K
|
|
|
Nov 13, 2023
Q3 2023
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
2.48K+ 60.87% |
$167K - $178K
|
6.54K
$525K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
1.91K+ 954.5% |
$129K - $137K
|
2.11K
$169K
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
1.76K+ 51.46% |
$119K - $126K
|
5.18K
$416K
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
869New |
$58.7K - $62.5K
|
869
$69.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
724+ 3.8% |
$48.9K - $52.1K
|
19.8K
$1.59M
|
|
|
Oct 11, 2023
Q3 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
668+ 8.97% |
$45.1K - $48K
|
8.11K
$651K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
570New |
$38.5K - $41K
|
570
$45.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
545+ 8.14% |
$36.8K - $39.2K
|
7.24K
$581K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
490New |
$33.1K - $35.2K
|
490
$39.3K
|
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
198New |
$13.4K - $14.2K
|
198
$15.9K
|
|