Latest Institutional Purchases of Spdr Bloomberg Convertible Sec (CWB)

CWB Quotes by TradingView

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
Oct 27, 2023 Q3 2023
Laurel Wealth Planning LLC

Edina, MN
BUY
 -
188
+ 6.27%
$12.7K - $13.5K
3.19K $256K
Nov 07, 2023 Q3 2023
Goodwin Investment Advisory

Woodstock, GA
BUY
 -
150
New
$10.1K - $10.8K
150 $12K
Jan 05, 2024 Q3 2023
Jamison Private Wealth Management, Inc.

Milton, GA
BUY
 -
122
New
$8.24K - $8.77K
122 $9.79K
Oct 23, 2023 Q3 2023
Svb Wealth LLC

Boston, MA
BUY
 -
117
+ 2.55%
$7.9K - $8.41K
4.7K $377K
Oct 30, 2023 Q3 2023
First Purpose Wealth LLC

BUY
 -
87
+ 1.21%
$5.88K - $6.26K
7.3K $586K
Nov 13, 2023 Q3 2023
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
40
+ 9.07%
$2.7K - $2.88K
481 $38.6K
Oct 10, 2023 Q3 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
1
New
$67.6 - $71.9
1 $80.3
Q2 2023
Aug 11, 2023 Q2 2023
Delta Capital Management LLC

BUY
 -
1.07M
New
$70.1M - $74.9M
1.07M $86M
Jul 06, 2023 Q2 2023
Total Investment Management Inc

Scottsdale, AZ
BUY
 -
251K
New
$16.4M - $17.5M
251K $20.1M
Aug 11, 2023 Q2 2023
Beacon Harbor Wealth Advisors, Inc.

BUY
 -
119K
New
$7.79M - $8.32M
119K $9.55M
Aug 02, 2023 Q2 2023
Efg Capital International Corp.

Miami, FL
BUY
 -
52.7K
New
$3.45M - $3.68M
52.7K $4.23M
Jul 13, 2023 Q2 2023
Redhawk Wealth Advisors, Inc.

Minneapolis, MN
BUY
 -
21.8K
New
$1.42M - $1.52M
21.8K $1.75M
Jul 24, 2023 Q2 2023
Dfpg Investments, LLC

BUY
 -
6.73K
New
$441K - $471K
6.73K $540K
Aug 07, 2023 Q2 2023
Second Half Financial Partners, LLC

Sebring, FL
BUY
 -
3.86K
New
$253K - $270K
3.86K $310K
Aug 11, 2023 Q2 2023
Trexquant Investment LP

Stamford, CT
BUY
 -
3.54K
New
$232K - $247K
3.54K $284K
Aug 10, 2023 Q2 2023
Edgestream Partners, L.P.

Princeton, NJ
BUY
 -
3.27K
New
$214K - $229K
3.27K $262K
Aug 07, 2023 Q2 2023
Madden Advisory Services, Inc.

BUY
 -
2.92K
New
$191K - $204K
2.92K $234K
Aug 14, 2023 Q2 2023
First Manhattan CO

New York, NY
BUY
 -
1.28K
New
$83.6K - $89.3K
1.28K $102K
Aug 14, 2023 Q2 2023
Union Savings Bank

Litchfield, CT
BUY
 -
1.11K
New
$73K - $77.9K
1.11K $89.4K
Jul 18, 2023 Q2 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
1.11K
New
$72.6K - $77.6K
1.11K $89K
Aug 10, 2023 Q2 2023
Meitav Dash Investments LTD

BUY
 -
249
New
$16.3K - $17.4K
249 $20K
Aug 09, 2023 Q2 2023
Financial Architects, Inc

Marlton, NJ
BUY
 -
187
+ 0.44%
$12.2K - $13.1K
42.5K $3.41M
Jul 19, 2023 Q2 2023
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
150
New
$9.82K - $10.5K
150 $12K
Aug 14, 2023 Q2 2023
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
126
New
$8.25K - $8.81K
126 $10.1K
Aug 02, 2023 Q2 2023
Archford Capital Strategies, LLC

BUY
 -
100
+ 0.56%
$6.55K - $7K
18K $1.44M
Aug 08, 2023 Q2 2023
Mcmillion Capital Management Inc

BUY
 -
70
New
$4.58K - $4.9K
70 $5.62K
Aug 09, 2023 Q2 2023
Institutional & Family Asset Management, LLC

BUY
 -
48
New
$3.14K - $3.36K
48 $3.85K
Aug 14, 2023 Q2 2023
Bleakley Financial Group, LLC

Fairfield, NJ
BUY
 -
45
+ 1.06%
$2.95K - $3.15K
4.27K $343K
Jul 26, 2023 Q2 2023
Sawtooth Solutions, LLC

BUY
 -
45
+ 1.06%
$2.95K - $3.15K
4.27K $343K
Jul 21, 2023 Q2 2023
Newbridge Financial Services Group, Inc.

BUY
 -
21
+ 131.25%
$1.38K - $1.47K
37 $2.97K
Jul 13, 2023 Q2 2023
Instrumental Wealth, LLC

Tampa, FL
BUY
 -
13
+ 0.4%
$851 - $909
3.28K $263K
Q1 2023
May 15, 2023 Q1 2023
Mangrove Partners

New York, NY
BUY
 -
130K
New
$8.36M - $9.07M
130K $10.5M
May 15, 2023 Q1 2023
Ascendant Capital Management, LLC

Los Angeles, CA
BUY
 -
15K
New
$962K - $1.04M
15K $1.2M
Apr 18, 2023 Q1 2023
Park Avenue Securities LLC

BUY
 -
12.6K
+ 21.15%
$806K - $874K
72K $5.78M
May 15, 2023 Q1 2023
Two Sigma Securities, LLC

New York, NY
BUY
 -
11.9K
New
$765K - $829K
11.9K $957K
Apr 19, 2023 Q1 2023
Strateg Iq Financial Group, LLC

BUY
 -
7.11K
New
$456K - $495K
7.11K $571K
Apr 27, 2023 Q1 2023
Channel Wealth LLC

Santa Barbara, CA
BUY
 -
4.69K
New
$301K - $326K
4.69K $377K
May 15, 2023 Q1 2023
Frank, Rimerman Advisors LLC

Palo Alto, CA
BUY
 -
4K
New
$256K - $278K
4K $321K
May 12, 2023 Q1 2023
Dynamic Technology Lab Private LTD

Singapore, U0
BUY
 -
3.38K
New
$216K - $235K
3.38K $271K
Apr 21, 2023 Q1 2023
Royal Harbor Partners, LLC

BUY
 -
3.01K
New
$193K - $209K
3.01K $242K
May 10, 2023 Q1 2023
Cavalier Investments, LLC

BUY
 -
2.8K
+ 6.19%
$180K - $195K
48K $3.85M
May 10, 2023 Q1 2023
Washington Trust CO

BUY
 -
1.21K
+ 121000.0%
$77.6K - $84.1K
1.21K $97.2K
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
864
New
$55.4K - $60.1K
864 $69.4K
Apr 25, 2023 Q1 2023
Ridgewood Investments LLC

BUY
 -
398
New
$25.5K - $27.7K
398 $31.9K
Apr 19, 2023 Q1 2023
Boyd Watterson Asset Management LLC

BUY
 -
194
New
$12.4K - $13.5K
194 $15.6K
May 11, 2023 Q1 2023
Barrett & Company, Inc.

Providence, RI
BUY
 -
167
New
$10.7K - $11.6K
167 $13.4K
Apr 07, 2023 Q1 2023
Kwb Wealth

Redlands, CA
BUY
 -
148
+ 2.34%
$9.49K - $10.3K
6.47K $519K
Apr 19, 2023 Q1 2023
Central Trust CO

Jefferson City, MO
BUY
 -
95
New
$6.09K - $6.61K
95 $7.63K
May 03, 2023 Q1 2023
Kistler Tiffany Companies, LLC

Berwyn, PA
BUY
 -
45
New
$2.88K - $3.13K
45 $3.61K

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