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 15, 2025
Q1 2025
|
Seldon Capital LP
San Francisco, CA |
SELL
|
- |
-2.48K- 37.84% |
$188K - $202K
|
4.07K
$347K
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-2.41K- 10.17% |
$183K - $196K
|
21.2K
$1.81M
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-2.4K- 1.91% |
$182K - $195K
|
123K
$10.5M
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.95K- 13.61% |
$148K - $159K
|
12.4K
$1.05M
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.93K- 15.39% |
$147K - $157K
|
10.6K
$905K
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.92K- 23.55% |
$146K - $157K
|
6.24K
$532K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.82KClosed |
$138K - $148K
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1.73K- 9.41% |
$132K - $141K
|
16.7K
$1.42M
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-1.72K- 6.56% |
$131K - $140K
|
24.5K
$2.09M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.69K- 23.04% |
$129K - $138K
|
5.65K
$482K
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-1.68K- 23.58% |
$128K - $137K
|
5.46K
$465K
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.53K- 1.37% |
$116K - $125K
|
110K
$9.38M
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1.46K- 11.07% |
$111K - $119K
|
11.7K
$1M
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.45K- 33.87% |
$110K - $118K
|
2.83K
$241K
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.41K- 7.07% |
$107K - $115K
|
18.5K
$1.58M
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-1.33K- 12.71% |
$101K - $108K
|
9.1K
$776K
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.28K- 5.31% |
$97.2K - $104K
|
22.8K
$1.94M
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-1.24K- 8.57% |
$94.2K - $101K
|
13.2K
$1.13M
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-1.15K- 48.31% |
$87K - $93.4K
|
1.23K
$104K
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.12K- 22.19% |
$85.2K - $91.5K
|
3.93K
$335K
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.11K- 1.65% |
$84.3K - $90.6K
|
66.2K
$5.64M
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1.11K- 17.05% |
$84.3K - $90.6K
|
5.4K
$461K
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.05K- 10.71% |
$79.7K - $85.6K
|
8.74K
$746K
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1K- 5.14% |
$76K - $81.6K
|
18.4K
$1.57M
|
|
Apr 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-1K- 4.95% |
$76K - $81.6K
|
19.2K
$1.64M
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-971- 11.81% |
$73.8K - $79.2K
|
7.25K
$618K
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-870- 11.15% |
$66.1K - $71K
|
6.93K
$591K
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-669- 14.1% |
$50.8K - $54.6K
|
4.08K
$348K
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-604- 1.03% |
$45.9K - $49.3K
|
58.2K
$4.97M
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-590- 10.35% |
$44.8K - $48.1K
|
5.11K
$436K
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-588- 7.91% |
$44.7K - $48K
|
6.85K
$584K
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-571- 14.27% |
$43.4K - $46.6K
|
3.43K
$293K
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-550- 12.57% |
$41.8K - $44.9K
|
3.83K
$326K
|
|
May 15, 2025
Q1 2025
|
Finward Bancorp
Munster, IN |
SELL
|
- |
-466- 0.61% |
$35.4K - $38K
|
76.2K
$6.5M
|
|
May 14, 2025
Q1 2025
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-465- 1.7% |
$35.3K - $37.9K
|
26.9K
$2.29M
|
|
May 12, 2025
Q1 2025
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-465- 2.25% |
$35.3K - $37.9K
|
20.2K
$1.72M
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-455- 10.19% |
$34.6K - $37.1K
|
4.01K
$342K
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-422- 2.21% |
$32.1K - $34.4K
|
18.7K
$1.59M
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-422- 21.59% |
$32.1K - $34.4K
|
1.53K
$131K
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-393- 1.13% |
$29.9K - $32.1K
|
34.3K
$2.92M
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-335- 6.67% |
$25.5K - $27.3K
|
4.69K
$400K
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-315- 0.08% |
$23.9K - $25.7K
|
389K
$33.2M
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
SELL
|
- |
-314- 9.15% |
$23.9K - $25.6K
|
3.12K
$266K
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-304- 0.25% |
$23.1K - $24.8K
|
123K
$10.5M
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-301- 0.64% |
$22.9K - $24.6K
|
46.6K
$3.97M
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-300- 1.41% |
$22.8K - $24.5K
|
21K
$1.79M
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-298- 8.32% |
$22.6K - $24.3K
|
3.28K
$280K
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-294- 5.73% |
$22.3K - $24K
|
4.84K
$412K
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-282- 4.77% |
$21.4K - $23K
|
5.63K
$480K
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-271- 2.76% |
$20.6K - $22.1K
|
9.55K
$815K
|