Latest Institutional Transactions on Spdr Bloomberg Convertible Sec (CWB)
This table provides information on the latest institutional transactions involving Spdr Bloomberg Convertible Sec (CWB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
503+ 124.5% |
$32.5K - $36.5K
|
907
$80.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.97KNew |
$192K - $215K
|
2.97K
$263K
|
|
|
Jan 24, 2024
Q4 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
3.89KNew |
$251K - $282K
|
3.89K
$344K
|
|
|
Jan 19, 2024
Q4 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
775New |
$50.1K - $56.2K
|
775
$68.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
6.12KNew |
$396K - $443K
|
6.12K
$541K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
593New |
$38.4K - $43K
|
593
$52.5K
|
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-49KClosed |
$3.17M - $3.55M
|
0
$0
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-840- 13.29% |
$54.3K - $60.9K
|
5.48K
$485K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-250- 68.87% |
$16.2K - $18.1K
|
113
$10K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
10.3K+ 120.7% |
$668K - $748K
|
18.9K
$1.67M
|
|
| Q3 2023 | |||||||
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
90KNew |
$6.08M - $6.47M
|
90K
$7.96M
|
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
122New |
$8.24K - $8.77K
|
122
$10.8K
|
|
|
Nov 28, 2023
Q3 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-360- 47.37% |
$24.3K - $25.9K
|
400
$35.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
1.76K+ 51.46% |
$119K - $126K
|
5.18K
$458K
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
545+ 8.14% |
$36.8K - $39.2K
|
7.24K
$641K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-49- 1.55% |
$3.31K - $3.52K
|
3.11K
$275K
|
|
|
Nov 14, 2023
Q3 2023
|
Hall Private Wealth Advisors
|
BUY
|
- |
6.37K+ 2.53% |
$430K - $458K
|
259K
$22.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
40+ 9.07% |
$2.7K - $2.88K
|
481
$42.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Wavelength Capital Management, LLC
|
SELL
|
- |
-7.3K- 22.75% |
$493K - $525K
|
24.8K
$2.19M
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
869New |
$58.7K - $62.5K
|
869
$76.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
1.91K+ 954.5% |
$129K - $137K
|
2.11K
$187K
|
|
|
Nov 07, 2023
Q3 2023
|
Harfst & Associates, Inc.
|
SELL
|
- |
-44.5K- 40.51% |
$3M - $3.2M
|
65.3K
$5.78M
|
|
|
Nov 07, 2023
Q3 2023
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
150New |
$10.1K - $10.8K
|
150
$13.3K
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
30.4KNew |
$2.06M - $2.19M
|
30.4K
$2.69M
|
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
87+ 1.21% |
$5.88K - $6.26K
|
7.3K
$646K
|
|
|
Oct 27, 2023
Q3 2023
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
188+ 6.27% |
$12.7K - $13.5K
|
3.19K
$282K
|
|
|
Oct 25, 2023
Q3 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
16.3K+ 10.94% |
$1.1M - $1.17M
|
166K
$14.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
5.7KNew |
$385K - $410K
|
5.7K
$504K
|
|
|
Oct 23, 2023
Q3 2023
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-8.13K- 36.76% |
$549K - $584K
|
14K
$1.24M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
490New |
$33.1K - $35.2K
|
490
$43.4K
|
|
|
Oct 23, 2023
Q3 2023
|
Moneywise, Inc.
|
SELL
|
- |
-14.1K- 43.92% |
$950K - $1.01M
|
18K
$1.59M
|
|
|
Oct 20, 2023
Q3 2023
|
Highview Capital Management LLC
|
SELL
|
- |
-342- 5.52% |
$23.1K - $24.6K
|
5.86K
$518K
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-10- 0.25% |
$676 - $719
|
4K
$354K
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-327- 9.0% |
$22.1K - $23.5K
|
3.31K
$293K
|
|
|
Oct 18, 2023
Q3 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-171K- 87.77% |
$11.6M - $12.3M
|
23.9K
$2.11M
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-143- 2.11% |
$9.66K - $10.3K
|
6.63K
$586K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
570New |
$38.5K - $41K
|
570
$50.4K
|
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
198New |
$13.4K - $14.2K
|
198
$17.5K
|
|
|
Oct 16, 2023
Q3 2023
|
First Premier Bank
|
SELL
|
- |
-225- 47.37% |
$15.2K - $16.2K
|
250
$22.1K
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
3.16KNew |
$213K - $227K
|
3.16K
$279K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1New |
$67.6 - $71.9
|
1
$88.5
|
|
| Q2 2023 | |||||||
|
Nov 20, 2023
Q2 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-2.99K- 17.34% |
$196K - $209K
|
14.2K
$1.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-192K- 96.09% |
$12.6M - $13.4M
|
7.8K
$690K
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.28KNew |
$83.6K - $89.3K
|
1.28K
$113K
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-200- 5.82% |
$13.1K - $14K
|
3.24K
$287K
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
45+ 1.06% |
$2.95K - $3.15K
|
4.27K
$378K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
126New |
$8.25K - $8.81K
|
126
$11.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-4.23K- 20.31% |
$277K - $296K
|
16.6K
$1.47M
|
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.54KNew |
$232K - $247K
|
3.54K
$313K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
119KNew |
$7.79M - $8.32M
|
119K
$10.5M
|
|