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 15, 2020
Q4 2019
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-25.5KClosed |
$1.32M - $1.42M
|
0
$0
|
|
|
Jan 17, 2020
Q4 2019
|
Altium Wealth Management LLC
|
SELL
|
- |
-7.8KClosed |
$403K - $435K
|
0
$0
|
|
|
Feb 11, 2020
Q4 2019
|
Wrapmanager Inc
|
SELL
|
- |
-4.52KClosed |
$234K - $252K
|
0
$0
|
|
|
Jan 08, 2020
Q4 2019
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-1.76KClosed |
$90.7K - $97.9K
|
0
$0
|
|
|
Jan 08, 2020
Q4 2019
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-637Closed |
$32.9K - $35.5K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-495Closed |
$25.6K - $27.6K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Lake Point Wealth Management
|
SELL
|
- |
-86- 61.87% |
$4.44K - $4.8K
|
53
$4.52K
|
|
| Q3 2019 | |||||||
|
Nov 08, 2019
Q3 2019
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-205KClosed |
$10.7M - $10.9M
|
0
$0
|
|
|
Nov 06, 2019
Q3 2019
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-89.2KClosed |
$4.65M - $4.75M
|
0
$0
|
|
|
Nov 04, 2019
Q3 2019
|
Karp Capital Management Corp
|
SELL
|
- |
-88.7KClosed |
$4.62M - $4.73M
|
0
$0
|
|
|
Oct 28, 2019
Q3 2019
|
Hotaling Investment Management, LLC
Wayne, PA |
SELL
|
- |
-37.9KClosed |
$1.98M - $2.02M
|
0
$0
|
|
|
Oct 15, 2019
Q3 2019
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-14.2KClosed |
$739K - $756K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-5.49KClosed |
$286K - $292K
|
0
$0
|
|
|
Nov 15, 2019
Q3 2019
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-5.18KClosed |
$270K - $276K
|
0
$0
|
|
|
Oct 29, 2019
Q3 2019
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-3.94KClosed |
$205K - $210K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Avestar Capital, LLC
|
SELL
|
- |
-2.07KClosed |
$108K - $110K
|
0
$0
|
|
|
Oct 16, 2019
Q3 2019
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-303Closed |
$15.8K - $16.1K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Essex Savings Bank
|
SELL
|
- |
-300Closed |
$15.6K - $16K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-150Closed |
$7.82K - $8K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-3Closed |
$156 - $160
|
0
$0
|
|
| Q2 2019 | |||||||
|
Jul 29, 2019
Q2 2019
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-135KClosed |
N/A
|
0
$0
|
|
|
Jul 23, 2019
Q2 2019
|
Wespac Advisors, LLC
|
SELL
|
- |
-31KClosed |
N/A
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-30KClosed |
N/A
|
0
$0
|
|
|
Jul 24, 2019
Q2 2019
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-7KClosed |
N/A
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-5.88KClosed |
N/A
|
0
$0
|
|
|
Jul 31, 2019
Q2 2019
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-2.39KClosed |
N/A
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Kwmg, LLC
|
SELL
|
- |
-1.68KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-652Closed |
N/A
|
0
$0
|
|
|
Jan 27, 2020
Q2 2019
|
Tsfg, LLC
|
SELL
|
- |
-313- 82.8% |
N/A
|
65
$5.54K
|
|
| Q1 2019 | |||||||
|
May 14, 2019
Q1 2019
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-17.9KClosed |
N/A
|
0
$0
|
|
|
Apr 11, 2019
Q1 2019
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-12.7KClosed |
N/A
|
0
$0
|
|
|
Apr 12, 2019
Q1 2019
|
Atlas Brown,Inc.
|
SELL
|
- |
-9.3KClosed |
N/A
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-7.95KClosed |
N/A
|
0
$0
|
|
|
May 08, 2019
Q1 2019
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-7.42KClosed |
N/A
|
0
$0
|
|
|
May 08, 2019
Q1 2019
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-5.93KClosed |
N/A
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-5.55KClosed |
N/A
|
0
$0
|
|
|
May 08, 2019
Q1 2019
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-3.3KClosed |
N/A
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-95Closed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Jan 14, 2019
Q4 2018
|
Columbus Macro, LLC
|
SELL
|
- |
-203KClosed |
N/A
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-183KClosed |
N/A
|
0
$0
|
|
|
Jan 29, 2019
Q4 2018
|
Mcia Inc
|
SELL
|
- |
-62.3KClosed |
N/A
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Fluent Financial, LLC
|
SELL
|
- |
-43.2KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-27.5KClosed |
N/A
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-15.6KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-10KClosed |
N/A
|
0
$0
|
|
|
Jan 22, 2019
Q4 2018
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-7.31KClosed |
N/A
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
Parsons Capital Management Inc
|
SELL
|
- |
-6.77KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-5.41KClosed |
N/A
|
0
$0
|
|
|
Jan 29, 2019
Q4 2018
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-3.87KClosed |
N/A
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Mainstay Capital Management LLC
|
SELL
|
- |
-2KClosed |
N/A
|
0
$0
|
|