Purchases and Sales Made in Q3 2021 in Spdr Bloomberg Convertible Sec (CWB)

CWB Quotes by TradingView

This table provides information about the institutional ownership of Spdr Bloomberg Convertible Sec (CWB) during Q3 2021. The information is specifically focused on institutions that hold shares of SPDR BLOOMBERG CONVERTIBLE SEC.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Oct 22, 2021 Q3 2021
Legacy Financial Group LLC

BUY
 -
13.2K
+ 14.45%
$1.1M - $1.17M
104K $8.24M
Nov 15, 2021 Q3 2021
Integrated Wealth Concepts LLC

BUY
 -
12.9K
+ 5.5%
$1.08M - $1.14M
248K $19.6M
Oct 19, 2021 Q3 2021
Strategic Investment Advisors

Farmington Hills, MI
BUY
 -
12.5K
+ 12.29%
$1.05M - $1.11M
115K $9.05M
Nov 08, 2021 Q3 2021
Banco Santander, S.A.

BUY
 -
12.5K
New
$1.05M - $1.11M
12.5K $989K
Nov 10, 2021 Q3 2021
Windham Capital Management, LLC

BUY
 -
12.4K
New
$1.04M - $1.1M
12.4K $982K
Nov 02, 2021 Q3 2021
Florin Court Capital LLP

BUY
 -
12.1K
New
$1.01M - $1.07M
12.1K $955K
Oct 19, 2021 Q3 2021
Kestra Advisory Services, LLC

BUY
 -
12.1K
+ 5.19%
$1.01M - $1.07M
245K $19.3M
Nov 12, 2021 Q3 2021
Oppenheimer Asset Management Inc.

New York, NY
BUY
 -
11.7K
+ 3.39%
$977K - $1.03M
356K $28.1M
Nov 15, 2021 Q3 2021
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
11.3K
+ 1.36%
$944K - $1M
842K $66.4M
Oct 14, 2021 Q3 2021
Private Advisor Group, LLC

BUY
 -
10.5K
+ 11.94%
$880K - $932K
98.6K $7.78M
Oct 21, 2021 Q3 2021
Park Avenue Securities LLC

BUY
 -
10.3K
+ 126.08%
$866K - $917K
18.5K $1.46M
Nov 02, 2021 Q3 2021
Alpha Star Capital Management, LLC

BUY
 -
10K
+ 48.78%
$838K - $887K
30.5K $2.41M
Oct 20, 2021 Q3 2021
Csenge Advisory Group

BUY
 -
9.88K
+ 18.81%
$827K - $876K
62.4K $4.92M
Oct 08, 2021 Q3 2021
Hbw Advisory Services LLC

BUY
 -
9.76K
New
$817K - $866K
9.76K $770K
Oct 20, 2021 Q3 2021
E&G Advisors, LP

BUY
 -
9.42K
New
$789K - $835K
9.42K $743K
Nov 12, 2021 Q3 2021
Laidlaw Wealth Management LLC

New York City, NY
BUY
 -
8.06K
+ 131.25%
$675K - $715K
14.2K $1.12M
Oct 28, 2021 Q3 2021
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
7.98K
+ 78.79%
$668K - $708K
18.1K $1.43M
Oct 28, 2021 Q3 2021
Fernwood Investment Management, LLC

Quincy, MA
BUY
 -
7.88K
New
$660K - $699K
7.88K $622K
Oct 22, 2021 Q3 2021
Horizon Financial Services, LLC

BUY
 -
7.53K
+ 59.89%
$630K - $667K
20.1K $1.59M
Nov 12, 2021 Q3 2021
Virtue Capital Management, LLC

Brentwood, TN
BUY
 -
7.18K
New
$601K - $637K
7.18K $567K
Mar 22, 2023 Q3 2021
American Portfolios Advisors

Holbrook, NY
BUY
 -
7.1K
+ 29.19%
$594K - $629K
31.4K $2.48M
Nov 02, 2021 Q3 2021
Cavalier Investments, LLC

BUY
 -
6.99K
+ 22.09%
$585K - $620K
38.6K $3.05M
Oct 12, 2021 Q3 2021
Koshinski Asset Management, Inc.

BUY
 -
6.77K
+ 65.55%
$567K - $601K
17.1K $1.35M
Oct 27, 2021 Q3 2021
Wealth Trust Asset Management, LLC

Destin, FL
BUY
 -
6.67K
+ 246.67%
$558K - $591K
9.37K $739K
Nov 05, 2021 Q3 2021
True Private Wealth Advisors

BUY
 -
6.2K
+ 35.58%
$519K - $550K
23.6K $1.86M
Nov 19, 2021 Q3 2021
Hanlon Investment Management, Inc.

BUY
 -
6.03K
+ 3.76%
$504K - $534K
166K $13.1M
Dec 03, 2021 Q3 2021
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
5.82K
+ 7.14%
$488K - $516K
87.4K $6.89M
Nov 15, 2021 Q3 2021
Wellington Management Group LLP

Boston, MA
BUY
 -
5.8K
+ 6.93%
$486K - $514K
89.5K $7.06M
Nov 04, 2021 Q3 2021
Modera Wealth Management, LLC

BUY
 -
5.71K
+ 8.95%
$478K - $507K
69.6K $5.49M
Nov 15, 2021 Q3 2021
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
5.66K
+ 98.57%
$474K - $502K
11.4K $900K
Nov 12, 2021 Q3 2021
Crabel Capital Management, LLC

Milwaukee, WI
BUY
 -
5.65K
New
$473K - $501K
5.65K $446K
Dec 11, 2023 Q3 2021
Burns Matteson Capital Management, LLC

Corning, NY
BUY
 -
5.39K
+ 35.94%
$451K - $477K
20.4K $1.61M
Oct 21, 2021 Q3 2021
Lloyd Advisory Services, Llc.

Suwanee, GA
BUY
 -
5.31K
+ 88466.67%
$444K - $471K
5.31K $419K
Oct 28, 2021 Q3 2021
Dynamic Advisor Solutions LLC

BUY
 -
5.01K
+ 28.81%
$419K - $444K
22.4K $1.77M
Sep 21, 2023 Q3 2021
Jefferies Group LLC

New York, NY
BUY
 -
4.91K
+ 87.86%
$411K - $435K
10.5K $828K
Nov 15, 2021 Q3 2021
Jefferies Group LLC

New York, NY
BUY
 -
4.91K
+ 87.86%
$411K - $435K
10.5K $828K
Oct 27, 2021 Q3 2021
Stephens Inc

BUY
 -
4.87K
+ 2.81%
$408K - $432K
178K $14.1M
Oct 12, 2021 Q3 2021
Moneywise, Inc.

BUY
 -
4.85K
New
$406K - $430K
4.85K $383K
Nov 12, 2021 Q3 2021
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
4.7K
+ 48.77%
$393K - $417K
14.3K $1.13M
Oct 12, 2021 Q3 2021
Wesbanco Bank Inc

BUY
 -
4.6K
+ 15.48%
$385K - $408K
34.3K $2.71M
Nov 12, 2021 Q3 2021
River Wealth Advisors LLC

Camp Hill, PA
BUY
 -
4.57K
+ 2.55%
$383K - $405K
184K $14.5M
Nov 17, 2021 Q3 2021
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
4.5K
+ 8.15%
$377K - $399K
59.8K $4.72M
Nov 04, 2021 Q3 2021
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
4.12K
+ 10.77%
$344K - $365K
42.3K $3.34M
Oct 29, 2021 Q3 2021
Janney Montgomery Scott LLC

BUY
 -
4.09K
+ 4.08%
$343K - $363K
104K $8.23M
Nov 12, 2021 Q3 2021
Steward Partners Investment Advisory, LLC

BUY
 -
4K
+ 3.68%
$335K - $355K
113K $8.9M
Nov 01, 2021 Q3 2021
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
4K
New
$335K - $355K
4K $316K
Nov 15, 2021 Q3 2021
Triumph Capital Management

BUY
 -
3.86K
New
$323K - $342K
3.86K $304K
Nov 10, 2021 Q3 2021
Blackhawk Capital Partners Llc.

Thiensville, WI
BUY
 -
3.84K
+ 63.12%
$321K - $340K
9.92K $782K
Oct 22, 2021 Q3 2021
Quattro Financial Advisors LLC

BUY
 -
3.52K
New
$295K - $312K
3.52K $278K

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