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 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-259- 0.11% |
$19.7K - $21.1K
|
242K
$20.6M
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-243- 67.69% |
$18.5K - $19.8K
|
116
$9.89K
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-237- 0.99% |
$18K - $19.3K
|
23.7K
$2.02M
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-222- 5.59% |
$16.9K - $18.1K
|
3.75K
$320K
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-219- 40.56% |
$16.6K - $17.9K
|
321
$27.4K
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-204- 4.6% |
$15.5K - $16.6K
|
4.23K
$361K
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-194- 5.83% |
$14.7K - $15.8K
|
3.13K
$267K
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-186- 1.31% |
$14.1K - $15.2K
|
14.1K
$1.2M
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-183- 1.93% |
$13.9K - $14.9K
|
9.28K
$792K
|
|
May 14, 2025
Q1 2025
|
Luminist Capital LLC
Grand Rapids, MI |
SELL
|
- |
-182- 36.04% |
$13.8K - $14.8K
|
323
$27.5K
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-174- 10.92% |
$13.2K - $14.2K
|
1.42K
$121K
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-169- 3.79% |
$12.8K - $13.8K
|
4.29K
$366K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-165- 1.51% |
$12.5K - $13.5K
|
10.7K
$915K
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-153- 0.67% |
$11.6K - $12.5K
|
22.8K
$1.94M
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-150- 1.27% |
$11.4K - $12.2K
|
11.7K
$994K
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-131- 4.68% |
$9.95K - $10.7K
|
2.67K
$227K
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-125- 3.1% |
$9.5K - $10.2K
|
3.9K
$333K
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-125- 61.88% |
$9.5K - $10.2K
|
77
$6.57K
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-124- 2.93% |
$9.42K - $10.1K
|
4.11K
$351K
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-122- 1.12% |
$9.27K - $9.95K
|
10.8K
$922K
|
|
Apr 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
SELL
|
- |
-121- 3.34% |
$9.19K - $9.87K
|
3.51K
$299K
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
SELL
|
- |
-112- 3.68% |
$8.51K - $9.14K
|
2.93K
$250K
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-106- 2.7% |
$8.05K - $8.65K
|
3.82K
$326K
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-95- 1.62% |
$7.22K - $7.75K
|
5.78K
$493K
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-78- 0.7% |
$5.93K - $6.36K
|
11.1K
$944K
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-60- 2.74% |
$4.56K - $4.89K
|
2.13K
$181K
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-56- 0.56% |
$4.26K - $4.57K
|
10K
$854K
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-54- 0.41% |
$4.1K - $4.41K
|
13K
$1.11M
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-44- 1.21% |
$3.34K - $3.59K
|
3.59K
$306K
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
SELL
|
- |
-16- 0.21% |
$1.22K - $1.31K
|
7.65K
$652K
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-15- 0.28% |
$1.14K - $1.22K
|
5.41K
$461K
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-11- 0.35% |
$836 - $897
|
3.11K
$265K
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-8- 0.24% |
$608 - $653
|
3.27K
$279K
|
|
Q4 2024 | |||||||
Jan 13, 2025
Q4 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-115K- 53.88% |
$8.73M - $9.42M
|
98.1K
$8.37M
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-46.5KClosed |
$3.55M - $3.83M
|
0
$0
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-44.7K- 53.66% |
$3.41M - $3.68M
|
38.6K
$3.29M
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-29.3K- 17.78% |
$2.23M - $2.41M
|
135K
$11.6M
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-17.1K- 19.98% |
$1.3M - $1.41M
|
68.6K
$5.85M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-16.5K- 78.86% |
$1.26M - $1.36M
|
4.44K
$378K
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-8.68K- 18.53% |
$662K - $714K
|
38.2K
$3.26M
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-8.28K- 47.32% |
$631K - $681K
|
9.22K
$786K
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-7.64K- 27.16% |
$582K - $628K
|
20.5K
$1.75M
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-5.18K- 38.36% |
$395K - $426K
|
8.32K
$710K
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-3.7K- 30.96% |
$282K - $304K
|
8.25K
$703K
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-2.65KClosed |
$202K - $218K
|
0
$0
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.58K- 26.59% |
$120K - $130K
|
4.36K
$372K
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-800- 14.88% |
$61K - $65.8K
|
4.58K
$390K
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-720- 15.88% |
$54.9K - $59.2K
|
3.82K
$325K
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-630- 85.14% |
$48K - $51.8K
|
110
$9.38K
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-614- 11.71% |
$46.8K - $50.5K
|
4.63K
$395K
|