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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
59+ 0.03% |
$4.5K - $4.85K
|
189K
$15.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-282- 98.26% |
$21.5K - $23.2K
|
5
$399
|
|
|
Feb 13, 2025
Q4 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
29.3KNew |
$2.24M - $2.41M
|
29.3K
$2.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
32.1K+ 362.15% |
$2.44M - $2.64M
|
40.9K
$3.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
20K+ 11.43% |
$1.52M - $1.64M
|
195K
$15.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-30.3K- 12.36% |
$2.31M - $2.5M
|
215K
$17.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-347- 9.4% |
$26.4K - $28.5K
|
3.34K
$267K
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
73.2KNew |
$5.58M - $6.02M
|
73.2K
$5.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1.25KNew |
$95.2K - $103K
|
1.25K
$99.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
94New |
$7.16K - $7.73K
|
94
$7.51K
|
|
|
Feb 13, 2025
Q4 2024
|
Finward Bancorp
Munster, IN |
BUY
|
- |
76.6KNew |
$5.84M - $6.3M
|
76.6K
$6.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
34+ 0.17% |
$2.59K - $2.8K
|
19.6K
$1.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.47M+ 1179.73% |
$112M - $121M
|
1.59M
$127M
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-429- 32.75% |
$32.7K - $35.3K
|
881
$70.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
41.8K+ 34.59% |
$3.19M - $3.44M
|
163K
$13M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
285+ 0.87% |
$21.7K - $23.4K
|
32.9K
$2.63M
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-6.1K- 2.71% |
$465K - $502K
|
219K
$17.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
479K+ 16449.42% |
$36.5M - $39.4M
|
482K
$38.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-120- 3.48% |
$9.15K - $9.87K
|
3.33K
$266K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
525+ 18.86% |
$40K - $43.2K
|
3.31K
$264K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
187+ 4.47% |
$14.3K - $15.4K
|
4.37K
$349K
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
6.89K+ 15.18% |
$525K - $567K
|
52.3K
$4.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
884+ 28.64% |
$67.4K - $72.7K
|
3.97K
$317K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
413+ 0.97% |
$31.5K - $34K
|
42.8K
$3.42M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.27K+ 4.92% |
$96.4K - $104K
|
27K
$2.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
721+ 18.51% |
$54.9K - $59.3K
|
4.62K
$369K
|
|
|
Feb 12, 2025
Q4 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
1.2K+ 7.85% |
$91.5K - $98.7K
|
16.5K
$1.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
4+ 0.29% |
$305 - $329
|
1.38K
$110K
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-135- 0.47% |
$10.3K - $11.1K
|
28.7K
$2.29M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-5.2K- 33.59% |
$396K - $428K
|
10.3K
$821K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
23.7KNew |
$1.8M - $1.94M
|
23.7K
$1.89M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-230- 6.03% |
$17.5K - $18.9K
|
3.58K
$286K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4.74K- 3.08% |
$361K - $390K
|
149K
$11.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-37- 0.26% |
$2.82K - $3.04K
|
14.3K
$1.14M
|
|
|
Feb 12, 2025
Q4 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-590- 1.13% |
$45K - $48.5K
|
51.5K
$4.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
147K+ 15.21% |
$11.2M - $12.1M
|
1.12M
$89.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
5.91KNew |
$450K - $486K
|
5.91K
$472K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.94M+ 304.09% |
$148M - $159M
|
2.57M
$206M
|
|
|
Feb 12, 2025
Q4 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-280- 1.34% |
$21.3K - $23K
|
20.7K
$1.65M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-3.28K- 14.44% |
$250K - $270K
|
19.4K
$1.55M
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
97New |
$7.39K - $7.98K
|
97
$7.75K
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
3.43KNew |
$261K - $282K
|
3.43K
$274K
|
|
|
Feb 11, 2025
Q4 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
11.8K+ 31.39% |
$903K - $974K
|
49.6K
$3.96M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
230New |
$17.5K - $18.9K
|
230
$18.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
19.3K+ 3.22% |
$1.47M - $1.59M
|
618K
$49.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
49.1K+ 11.0% |
$3.74M - $4.04M
|
496K
$39.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
202K+ 19.93% |
$15.4M - $16.6M
|
1.22M
$97.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-23K- 23.68% |
$1.75M - $1.89M
|
74.2K
$5.93M
|
|
|
Feb 11, 2025
Q4 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
50.9K+ 97825.0% |
$3.88M - $4.18M
|
50.9K
$4.07M
|