Purchases and Sales Made in Q4 2023 in Spdr Bloomberg Convertible Sec (CWB)
This table provides information about the institutional ownership of Spdr Bloomberg Convertible Sec (CWB) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
BUY
|
- |
7.34K+ 7.1% |
$475K - $532K
|
111K
$8.74M
|
|
|
Feb 12, 2024
Q4 2023
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
7.23KNew |
$468K - $524K
|
7.23K
$571K
|
|
|
Jan 23, 2024
Q4 2023
|
Estate Counselors, LLC
|
BUY
|
- |
6.76K+ 16.31% |
$437K - $490K
|
48.2K
$3.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.6K+ 4.12% |
$427K - $478K
|
167K
$13.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
6.37KNew |
$412K - $461K
|
6.37K
$502K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.36K+ 189.17% |
$411K - $461K
|
9.72K
$767K
|
|
|
Feb 14, 2024
Q4 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
6.14KNew |
$397K - $445K
|
6.14K
$484K
|
|
|
Jan 18, 2024
Q4 2023
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
6.12KNew |
$396K - $443K
|
6.12K
$482K
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
6.09KNew |
$394K - $442K
|
6.09K
$481K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.07K+ 5.13% |
$393K - $440K
|
124K
$9.81M
|
|
|
Jul 10, 2024
Q4 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
5.96KNew |
$385K - $432K
|
5.96K
$470K
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
5.79K+ 1491.24% |
$374K - $419K
|
6.17K
$487K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.68KNew |
$368K - $412K
|
5.68K
$448K
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
5.22K+ 72.41% |
$338K - $379K
|
12.4K
$981K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.5K+ 42.87% |
$291K - $326K
|
15K
$1.18M
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
4.46KNew |
$288K - $323K
|
4.46K
$352K
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
4.36KNew |
$282K - $316K
|
4.36K
$344K
|
|
|
May 03, 2024
Q4 2023
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
4.32KNew |
$280K - $313K
|
4.32K
$341K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
4.16K+ 31.03% |
$269K - $301K
|
17.5K
$1.38M
|
|
|
Jan 24, 2024
Q4 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
3.89KNew |
$251K - $282K
|
3.89K
$307K
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
3.68K+ 1.8% |
$238K - $266K
|
208K
$16.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.66KNew |
$237K - $265K
|
3.66K
$289K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
3.59K+ 0.3% |
$232K - $260K
|
1.22M
$96M
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
3.42KNew |
$221K - $248K
|
3.42K
$270K
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
3.22KNew |
$208K - $233K
|
3.22K
$254K
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
3.09KNew |
$200K - $224K
|
3.09K
$244K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.97KNew |
$192K - $215K
|
2.97K
$234K
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.9KNew |
$187K - $210K
|
2.9K
$228K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2.87K+ 16.96% |
$186K - $208K
|
19.8K
$1.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.71KNew |
$175K - $196K
|
2.71K
$214K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.42K+ 2.18% |
$156K - $175K
|
113K
$8.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2.35K+ 23.51% |
$152K - $170K
|
12.3K
$973K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.28K+ 3.42% |
$148K - $165K
|
69K
$5.44M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
2.22KNew |
$143K - $161K
|
2.22K
$175K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.1K+ 2.92% |
$136K - $152K
|
73.9K
$5.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
2.09K+ 13.79% |
$135K - $151K
|
17.2K
$1.36M
|
|
|
Feb 23, 2024
Q4 2023
|
Cim, LLC
|
BUY
|
- |
2.02K+ 5.48% |
$131K - $147K
|
38.9K
$3.07M
|
|
|
Jan 12, 2024
Q4 2023
|
Norway Savings Bank
|
BUY
|
- |
2.02K+ 5.54% |
$131K - $146K
|
38.5K
$3.04M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.96K+ 22.43% |
$126K - $142K
|
10.7K
$842K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.92K+ 8.37% |
$124K - $139K
|
24.9K
$1.96M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.9K+ 6.53% |
$123K - $137K
|
30.9K
$2.44M
|
|
|
Jan 19, 2024
Q4 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
1.67K+ 7.76% |
$108K - $121K
|
23.2K
$1.83M
|
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.51KNew |
$97.7K - $109K
|
1.51K
$119K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.5K+ 36.08% |
$97K - $109K
|
5.66K
$446K
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
1.16K+ 1.76% |
$75.1K - $84.1K
|
67K
$5.29M
|
|
|
Jan 11, 2024
Q4 2023
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
1.11K+ 3.65% |
$71.5K - $80.2K
|
31.4K
$2.48M
|
|
|
Jan 31, 2024
Q4 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
861+ 2.17% |
$55.7K - $62.4K
|
40.6K
$3.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
844+ 0.68% |
$54.6K - $61.2K
|
125K
$9.88M
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
790+ 4.03% |
$51.1K - $57.3K
|
20.4K
$1.61M
|
|
|
Jan 19, 2024
Q4 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
775New |
$50.1K - $56.2K
|
775
$61.1K
|