Latest Institutional Sells of Spdr Bloomberg Convertible Sec (CWB)
This list provides information on the latest institutional transactions involving Spdr Bloomberg Convertible Sec (CWB) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-279K- 84.45% |
$21.3M - $22.9M
|
51.3K
$4.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-115K- 53.88% |
$8.73M - $9.42M
|
98.1K
$7.89M
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-29.8K- 21.91% |
$2.27M - $2.45M
|
106K
$8.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-16.3K- 63.44% |
$1.24M - $1.34M
|
9.4K
$756K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-6.89K- 20.79% |
$525K - $566K
|
26.2K
$2.11M
|
|
|
Jan 13, 2025
Q4 2024
|
David J Yvars Group
|
SELL
|
- |
-5.49K- 8.82% |
$418K - $451K
|
56.7K
$4.57M
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-3.75K- 33.29% |
$285K - $308K
|
7.51K
$604K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-3.62K- 7.17% |
$276K - $298K
|
46.9K
$3.77M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-3.12K- 11.12% |
$237K - $256K
|
24.9K
$2M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-2.87K- 11.14% |
$219K - $236K
|
22.9K
$1.84M
|
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-2.77K- 14.71% |
$211K - $228K
|
16.1K
$1.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.5K- 99.92% |
$190K - $205K
|
2
$161
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-2.14K- 16.11% |
$163K - $176K
|
11.2K
$897K
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-971- 3.56% |
$74K - $79.9K
|
26.3K
$2.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-957- 1.25% |
$72.9K - $78.7K
|
75.9K
$6.11M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-938- 1.02% |
$71.5K - $77.1K
|
91.2K
$7.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-795- 5.69% |
$60.6K - $65.4K
|
13.2K
$1.06M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-630- 85.14% |
$48K - $51.8K
|
110
$8.85K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-614- 11.71% |
$46.8K - $50.5K
|
4.63K
$372K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-521- 4.93% |
$39.7K - $42.8K
|
10K
$808K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-483- 5.16% |
$36.8K - $39.7K
|
8.88K
$715K
|
|
|
Jan 16, 2025
Q4 2024
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-276- 0.86% |
$21K - $22.7K
|
31.9K
$2.57M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-208- 16.52% |
$15.9K - $17.1K
|
1.05K
$84.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-196- 0.09% |
$14.9K - $16.1K
|
210K
$16.9M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-177- 3.25% |
$13.5K - $14.6K
|
5.26K
$424K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-168- 22.08% |
$12.8K - $13.8K
|
593
$47.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-103- 0.17% |
$7.85K - $8.47K
|
58.8K
$4.73M
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-96- 1.16% |
$7.32K - $7.9K
|
8.17K
$657K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-93- 0.98% |
$7.09K - $7.65K
|
9.44K
$760K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-60- 0.93% |
$4.57K - $4.93K
|
6.39K
$514K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-56- 1.08% |
$4.27K - $4.61K
|
5.13K
$413K
|
|
|
Jan 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-51- 0.3% |
$3.89K - $4.19K
|
16.7K
$1.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-44- 0.3% |
$3.35K - $3.62K
|
14.7K
$1.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-22- 0.67% |
$1.68K - $1.81K
|
3.25K
$262K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-11- 0.35% |
$838 - $905
|
3.1K
$249K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.17M- 66.19% |
$83.4M - $89.8M
|
599K
$48.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-166K- 60.19% |
$11.8M - $12.7M
|
110K
$8.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-140K- 8.04% |
$9.97M - $10.7M
|
1.6M
$129M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-134K- 10.51% |
$9.52M - $10.2M
|
1.14M
$91.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-112K- 97.36% |
$8M - $8.61M
|
3.05K
$245K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-99.3K- 90.2% |
$7.07M - $7.6M
|
10.8K
$868K
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-94.8K- 86.9% |
$6.75M - $7.26M
|
14.3K
$1.15M
|
|
|
Oct 22, 2024
Q3 2024
|
Bts Asset Management, Inc.
|
SELL
|
- |
-64.2K- 88.18% |
$4.57M - $4.92M
|
8.61K
$693K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-60.1K- 74.13% |
$4.28M - $4.6M
|
21K
$1.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-57.3K- 2.22% |
$4.08M - $4.39M
|
2.53M
$203M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-49.8K- 83.47% |
$3.54M - $3.81M
|
9.86K
$794K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-48K- 4.51% |
$3.41M - $3.67M
|
1.02M
$81.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-39.7K- 54.96% |
$2.83M - $3.04M
|
32.6K
$2.62M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-37.3K- 4.22% |
$2.65M - $2.86M
|
847K
$68.2M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-36.9K- 96.81% |
$2.63M - $2.83M
|
1.22K
$97.8K
|
|