Purchases and Sales Made in Q3 2024 in Spdr Bloomberg Convertible Sec (CWB)
This table provides information about the institutional ownership of Spdr Bloomberg Convertible Sec (CWB) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.89K+ 9.14% |
$562K - $605K
|
94.3K
$7.44M
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
7.82K+ 26.07% |
$557K - $599K
|
37.8K
$2.98M
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
7.58K+ 5.66% |
$540K - $581K
|
141K
$11.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Dorsey Wright & Associates
|
BUY
|
- |
7.46KNew |
$531K - $571K
|
7.46K
$588K
|
|
|
Nov 12, 2024
Q3 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
6.92K+ 1.21% |
$493K - $530K
|
581K
$45.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
6.92KNew |
$493K - $530K
|
6.92K
$546K
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
6.54KNew |
$465K - $501K
|
6.54K
$516K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
5.88KNew |
$418K - $450K
|
5.88K
$464K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.45K+ 141.65% |
$388K - $417K
|
9.29K
$733K
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
5.24KNew |
$373K - $402K
|
5.24K
$414K
|
|
|
Oct 03, 2024
Q3 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
5.16KNew |
$367K - $395K
|
5.16K
$407K
|
|
|
Nov 14, 2024
Q3 2024
|
Sculptor Capital LP
New York, NY |
BUY
|
- |
4.69K+ 17.44% |
$334K - $359K
|
31.6K
$2.49M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
4.54KNew |
$323K - $348K
|
4.54K
$358K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.5K+ 11.95% |
$320K - $345K
|
42.2K
$3.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.4K+ 92.2% |
$313K - $337K
|
9.17K
$723K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
4.33KNew |
$309K - $332K
|
4.33K
$342K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
4.26KNew |
$303K - $326K
|
4.26K
$336K
|
|
|
Nov 05, 2024
Q3 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
4.11KNew |
$293K - $315K
|
4.11K
$324K
|
|
|
Nov 06, 2024
Q3 2024
|
Chesapeake Capital Corp /Il/
Richmond, VA |
BUY
|
- |
4.04K+ 27.91% |
$288K - $310K
|
18.5K
$1.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
4.04K+ 27.91% |
$288K - $310K
|
18.5K
$1.46M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
3.81KNew |
$272K - $292K
|
3.81K
$301K
|
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
3.77K+ 11.1% |
$268K - $289K
|
37.7K
$2.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.75KNew |
$267K - $287K
|
3.75K
$296K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.7K+ 1.69% |
$263K - $283K
|
222K
$17.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.69K+ 264.9% |
$263K - $283K
|
5.08K
$401K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.67K+ 29.56% |
$261K - $281K
|
16.1K
$1.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
3.6K+ 1.87% |
$256K - $276K
|
196K
$15.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.56K+ 13.26% |
$253K - $273K
|
30.4K
$2.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
3.41K+ 18.71% |
$243K - $261K
|
21.7K
$1.71M
|
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
3.25KNew |
$231K - $249K
|
3.25K
$257K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
3.19K+ 31.15% |
$227K - $244K
|
13.4K
$1.06M
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
3.17KNew |
$225K - $242K
|
3.17K
$250K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.07K+ 86.03% |
$219K - $235K
|
6.65K
$524K
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
2.95K+ 1.38% |
$210K - $226K
|
216K
$17.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
2.94K+ 2.87% |
$209K - $225K
|
106K
$8.33M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.91KNew |
$207K - $223K
|
2.91K
$230K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.85K+ 1704.79% |
$203K - $218K
|
3.01K
$238K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.67KNew |
$190K - $205K
|
2.67K
$211K
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
2.65KNew |
$188K - $203K
|
2.65K
$209K
|
|
|
Nov 15, 2024
Q3 2024
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
2.63KNew |
$187K - $202K
|
2.63K
$208K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.4K+ 63.2% |
$171K - $184K
|
6.19K
$488K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.39K+ 31.75% |
$170K - $183K
|
9.9K
$781K
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
BUY
|
- |
2.3K+ 8.51% |
$164K - $176K
|
29.4K
$2.32M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.27K+ 13.32% |
$162K - $174K
|
19.3K
$1.52M
|
|
|
Oct 18, 2024
Q3 2024
|
Petix & Botte CO
|
BUY
|
- |
2.11K+ 1.58% |
$150K - $162K
|
136K
$10.7M
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
2.08K+ 4.71% |
$148K - $160K
|
46.3K
$3.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.81KNew |
$129K - $139K
|
1.81K
$143K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.72K+ 5.36% |
$122K - $131K
|
33.7K
$2.66M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.66K+ 31.06% |
$118K - $127K
|
7.02K
$554K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.64K+ 3.54% |
$117K - $126K
|
48K
$3.79M
|