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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
325New |
$20.6K - $23.1K
|
325
$26.1K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
300New |
$19K - $21.3K
|
300
$24.1K
|
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
BUY
|
- |
218New |
$13.8K - $15.5K
|
218
$17.5K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
200New |
$12.7K - $14.2K
|
200
$16.1K
|
|
|
Oct 13, 2022
Q3 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
173New |
$11K - $12.3K
|
173
$13.9K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
163New |
$10.3K - $11.6K
|
163
$13.1K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
150New |
$9.5K - $10.7K
|
150
$12K
|
|
|
Nov 14, 2022
Q3 2022
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
138New |
$8.74K - $9.81K
|
138
$11.1K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
58+ 0.37% |
$3.67K - $4.12K
|
15.9K
$1.27M
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
175KNew |
$11.1M - $13.7M
|
175K
$14.1M
|
|
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
88.1KNew |
$5.56M - $6.87M
|
88.1K
$7.07M
|
|
|
Aug 15, 2022
Q2 2022
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
PUT |
50KNew |
$3.15M - $3.9M
|
50K
$4.01M
|
|
|
Aug 09, 2022
Q2 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
40.6KNew |
$2.56M - $3.16M
|
40.6K
$3.26M
|
|
|
Aug 02, 2022
Q2 2022
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
8.11KNew |
$511K - $632K
|
8.11K
$651K
|
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
6.16KNew |
$389K - $481K
|
6.16K
$495K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
4.88KNew |
$308K - $381K
|
4.88K
$392K
|
|
|
Aug 15, 2022
Q2 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
4.09KNew |
$258K - $319K
|
4.09K
$328K
|
|
|
Jul 15, 2022
Q2 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.02KNew |
$254K - $314K
|
4.02K
$323K
|
|
|
Jul 27, 2022
Q2 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
3.61KNew |
$228K - $281K
|
3.61K
$290K
|
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.06K+ 5.72% |
$130K - $161K
|
38K
$3.05M
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
883+ 21.2% |
$55.7K - $68.9K
|
5.05K
$405K
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
377New |
$23.8K - $29.4K
|
377
$30.3K
|
|
|
Aug 12, 2022
Q2 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
360New |
$22.7K - $28.1K
|
360
$28.9K
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
307New |
$19.4K - $23.9K
|
307
$24.6K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
95New |
$5.99K - $7.41K
|
95
$7.63K
|
|
|
Aug 09, 2022
Q2 2022
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
10+ 0.13% |
$631 - $780
|
7.43K
$597K
|
|
|
Aug 15, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
6New |
$378 - $468
|
6
$482
|
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 1.49% |
$63.1 - $78
|
68
$5.46K
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1+ 0.45% |
$63.1 - $78
|
225
$18.1K
|
|
| Q1 2022 | |||||||
|
Apr 29, 2022
Q1 2022
|
Lake Street Financial LLC
|
BUY
|
- |
7.21KNew |
$516K - $596K
|
7.21K
$579K
|
|
|
Apr 14, 2022
Q1 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
484+ 9.28% |
$34.6K - $40K
|
5.7K
$457K
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
267New |
$19.1K - $22.1K
|
267
$21.4K
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
60New |
$4.29K - $4.96K
|
60
$4.82K
|
|
| Q4 2021 | |||||||
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
88.2KNew |
$7.11M - $7.89M
|
88.2K
$7.08M
|
|
|
Feb 14, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
80.7KNew |
$6.51M - $7.22M
|
80.7K
$6.48M
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
4KNew |
$323K - $358K
|
4K
$321K
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
3.7KNew |
$299K - $331K
|
3.7K
$297K
|
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.5KNew |
$121K - $134K
|
1.5K
$120K
|
|
|
Feb 03, 2022
Q4 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
294+ 1.19% |
$23.7K - $26.3K
|
25K
$2.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
163New |
$13.2K - $14.6K
|
163
$13.1K
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
98New |
$7.91K - $8.77K
|
98
$7.87K
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Triumph Capital Management
|
BUY
|
- |
3.86KNew |
$323K - $342K
|
3.86K
$310K
|
|
|
Nov 01, 2021
Q3 2021
|
Element Wealth, LLC
|
BUY
|
- |
1.07K+ 110.46% |
$89.3K - $94.6K
|
2.03K
$163K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
461New |
$38.6K - $40.9K
|
461
$37K
|
|
|
Oct 21, 2021
Q3 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
210New |
$17.6K - $18.6K
|
210
$16.9K
|
|
| Q2 2021 | |||||||
|
Apr 04, 2024
Q2 2021
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
101KNew |
$8.11M - $8.85M
|
101K
$8.14M
|
|
|
Sep 21, 2023
Q2 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
50K+ 100.0% |
$4M - $4.36M
|
100K
$8.03M
|
|
|
Jan 27, 2023
Q2 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.84KNew |
$547K - $597K
|
6.84K
$549K
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
2.39KNew |
$191K - $209K
|
2.39K
$192K
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
132New |
$10.7K - $12.2K
|
132
$10.6K
|
|