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 |
|---|---|---|---|---|---|---|---|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-524Closed |
$42.6K - $48.3K
|
0
$0
|
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-524Closed |
$42.6K - $48.3K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Fortem Financial Group, LLC
|
SELL
|
- |
-515Closed |
$41.8K - $47.5K
|
0
$0
|
|
|
Feb 22, 2022
Q1 2021
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-385Closed |
$31.3K - $35.5K
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-287Closed |
$23.3K - $26.5K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-242Closed |
$19.7K - $22.3K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-86Closed |
$6.99K - $7.93K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 02, 2021
Q4 2020
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-20KClosed |
$1.38M - $1.66M
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-16.9KClosed |
$1.16M - $1.4M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Merit Financial Group, LLC
|
SELL
|
- |
-16.5KClosed |
$1.13M - $1.37M
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-7.68KClosed |
$529K - $638K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-1.89KClosed |
$130K - $157K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-716Closed |
$49.3K - $59.4K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
CALL |
-400Closed |
$27.6K - $33.2K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Ellevest, Inc.
|
SELL
|
- |
-155Closed |
$10.7K - $12.9K
|
0
$0
|
|
|
Jan 13, 2021
Q4 2020
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-110Closed |
$7.58K - $9.13K
|
0
$0
|
|
|
Jan 26, 2021
Q4 2020
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-22Closed |
$1.52K - $1.83K
|
0
$0
|
|
|
Jan 14, 2021
Q4 2020
|
Larson Financial Group LLC
|
SELL
|
- |
-22Closed |
$1.52K - $1.83K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Atom Investors LP
Austin, TX |
SELL
|
PUT |
-100KClosed |
$6.09M - $7.14M
|
0
$0
|
|
|
Nov 04, 2020
Q3 2020
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-38.1KClosed |
$2.32M - $2.72M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-27.8KClosed |
$1.69M - $1.98M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Advent Capital Management
New York, NY |
SELL
|
- |
-8.06KClosed |
$491K - $575K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-6.69KClosed |
$408K - $478K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-5.38KClosed |
$328K - $384K
|
0
$0
|
|
|
Oct 20, 2020
Q3 2020
|
Newfound Research LLC
|
SELL
|
- |
-5.33KClosed |
$325K - $381K
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Lvz, Inc.
|
SELL
|
- |
-3.36KClosed |
$205K - $240K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.64KClosed |
$99.7K - $117K
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-993Closed |
$60.5K - $70.9K
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Firestone Capital Management
|
SELL
|
- |
-650Closed |
$39.6K - $46.4K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-555Closed |
$33.8K - $39.6K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-282Closed |
$17.2K - $20.1K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Atlas Private Wealth Management
|
SELL
|
- |
-200Closed |
$12.2K - $14.3K
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Eukles Asset Management
|
SELL
|
- |
-88Closed |
$5.36K - $6.28K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-25Closed |
$1.52K - $1.78K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
SELL
|
- |
-2.74MClosed |
$124M - $166M
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-75.5KClosed |
$3.42M - $4.57M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-33.1KClosed |
$1.5M - $2M
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-25.8KClosed |
$1.17M - $1.56M
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-20.8KClosed |
$941K - $1.26M
|
0
$0
|
|
|
Jul 28, 2020
Q2 2020
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-19.3KClosed |
$873K - $1.17M
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Regions Financial Corp
|
SELL
|
- |
-19KClosed |
$860K - $1.15M
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Bowie Capital Management, LLC
Richardson, TX |
SELL
|
- |
-16KClosed |
$724K - $968K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Optas, LLC
|
SELL
|
- |
-12.6KClosed |
$570K - $762K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-12.1KClosed |
$547K - $731K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
D.B. Root & Company, LLC
|
SELL
|
- |
-9.97KClosed |
$451K - $603K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-9.39KClosed |
$425K - $568K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
North Rock Partners, LLC
|
SELL
|
- |
-7.71KClosed |
$349K - $466K
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-5KClosed |
$226K - $303K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-4.33KClosed |
$196K - $262K
|
0
$0
|
|
|
Jul 28, 2020
Q2 2020
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.49KClosed |
$67.4K - $90.1K
|
0
$0
|
|