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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-457- 2.95% |
$32.5K - $35K
|
15K
$1.19M
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-439- 12.37% |
$31.3K - $33.6K
|
3.11K
$245K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-435- 11.73% |
$31K - $33.3K
|
3.27K
$258K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-428- 0.35% |
$30.5K - $32.8K
|
121K
$9.51M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-416- 1.24% |
$29.6K - $31.9K
|
33.1K
$2.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-402- 11.44% |
$28.6K - $30.8K
|
3.11K
$246K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-400- 2.52% |
$28.5K - $30.6K
|
15.5K
$1.22M
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-400- 10.55% |
$28.5K - $30.6K
|
3.39K
$267K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-395- 8.07% |
$28.1K - $30.3K
|
4.5K
$355K
|
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-390- 1.92% |
$27.8K - $29.9K
|
19.9K
$1.57M
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-375- 6.9% |
$26.7K - $28.7K
|
5.06K
$399K
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-371- 3.09% |
$26.4K - $28.4K
|
11.6K
$917K
|
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-363- 8.96% |
$25.8K - $27.8K
|
3.69K
$291K
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-342- 3.46% |
$24.3K - $26.2K
|
9.55K
$753K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-325- 1.64% |
$23.1K - $24.9K
|
19.4K
$1.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-298- 4.89% |
$21.2K - $22.8K
|
5.8K
$458K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-294- 2.09% |
$20.9K - $22.5K
|
13.8K
$1.09M
|
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-282- 8.14% |
$20.1K - $21.6K
|
3.18K
$251K
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-274- 8.85% |
$19.5K - $21K
|
2.82K
$223K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-269- 12.34% |
$19.2K - $20.6K
|
1.91K
$151K
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-232- 2.38% |
$16.5K - $17.8K
|
9.53K
$752K
|
|
|
Nov 12, 2024
Q3 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-215- 0.2% |
$15.3K - $16.5K
|
110K
$8.65M
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-204- 4.66% |
$14.5K - $15.6K
|
4.17K
$329K
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-198- 0.83% |
$14.1K - $15.2K
|
23.5K
$1.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-195- 3.09% |
$13.9K - $14.9K
|
6.11K
$482K
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-187- 1.1% |
$13.3K - $14.3K
|
16.8K
$1.33M
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
SELL
|
- |
-182- 3.24% |
$13K - $13.9K
|
5.44K
$429K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-159- 5.04% |
$11.3K - $12.2K
|
3K
$236K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-159- 0.49% |
$11.3K - $12.2K
|
32.6K
$2.57M
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-158- 5.37% |
$11.2K - $12.1K
|
2.78K
$220K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-156- 60.94% |
$11.1K - $11.9K
|
100
$7.89K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-155- 1.11% |
$11K - $11.9K
|
13.8K
$1.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-150- 5.15% |
$10.7K - $11.5K
|
2.76K
$218K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-140- 2.99% |
$9.97K - $10.7K
|
4.54K
$358K
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-138- 1.39% |
$9.82K - $10.6K
|
9.79K
$773K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
SELL
|
- |
-137- 0.78% |
$9.75K - $10.5K
|
17.5K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-125- 2.95% |
$8.9K - $9.57K
|
4.11K
$324K
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-124- 1.31% |
$8.83K - $9.5K
|
9.37K
$739K
|
|
|
Oct 03, 2024
Q3 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-120- 3.16% |
$8.54K - $9.19K
|
3.68K
$290K
|
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
SELL
|
- |
-115- 87.79% |
$8.19K - $8.81K
|
16
$1.26K
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-109- 0.11% |
$7.76K - $8.35K
|
101K
$7.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-100- 33.33% |
$7.12K - $7.66K
|
200
$15.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-100- 96.15% |
$7.12K - $7.66K
|
4
$316
|
|
|
Oct 30, 2024
Q3 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-91- 1.85% |
$6.48K - $6.97K
|
4.83K
$381K
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-87- 0.81% |
$6.19K - $6.66K
|
10.6K
$836K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-81- 13.04% |
$5.77K - $6.2K
|
540
$42.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-78- 2.08% |
$5.55K - $5.97K
|
3.68K
$290K
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-50- 1.52% |
$3.56K - $3.83K
|
3.23K
$255K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-46- 1.88% |
$3.27K - $3.52K
|
2.41K
$190K
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-43- 0.82% |
$3.06K - $3.29K
|
5.2K
$410K
|