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 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-3.84K- 23.46% |
$293K - $316K
|
12.5K
$1M
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
8.38KNew |
$639K - $689K
|
8.38K
$669K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-295- 5.08% |
$22.5K - $24.3K
|
5.51K
$440K
|
|
|
Feb 04, 2025
Q4 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
13.3KNew |
$1.01M - $1.1M
|
13.3K
$1.06M
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-1.41K- 2.53% |
$107K - $116K
|
54.2K
$4.33M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
7+ 0.11% |
$533 - $576
|
6.27K
$500K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.02K- 2.5% |
$230K - $248K
|
118K
$9.39M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
4.04KNew |
$308K - $332K
|
4.04K
$323K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
215+ 1.11% |
$16.4K - $17.7K
|
19.6K
$1.56M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
28.2K+ 3.66% |
$2.15M - $2.32M
|
797K
$63.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
9.26KNew |
$705K - $761K
|
9.26K
$739K
|
|
|
Feb 03, 2025
Q4 2024
|
Florin Court Capital LLP
|
BUY
|
- |
38K+ 68.74% |
$2.9M - $3.13M
|
93.3K
$7.45M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
687KNew |
$52.3M - $56.5M
|
687K
$54.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
6.62KNew |
$504K - $544K
|
6.62K
$528K
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-1.9K- 15.89% |
$145K - $157K
|
10.1K
$804K
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
346New |
$26.4K - $28.5K
|
346
$27.6K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2+ 0.24% |
$152 - $164
|
826
$66K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
288+ 2.71% |
$21.9K - $23.7K
|
10.9K
$870K
|
|
|
Feb 03, 2025
Q4 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
2.58KNew |
$196K - $212K
|
2.58K
$206K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
1.98M+ 526.22% |
$151M - $163M
|
2.35M
$188M
|
|
|
Feb 03, 2025
Q4 2024
|
Mackay Shields LLC
|
BUY
|
- |
93.9KNew |
$7.16M - $7.72M
|
93.9K
$7.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-121- 2.5% |
$9.22K - $9.95K
|
4.71K
$376K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-467- 1.91% |
$35.6K - $38.4K
|
24K
$1.91M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-2.19K- 1.91% |
$167K - $180K
|
112K
$8.98M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
9.46K+ 4.82% |
$721K - $778K
|
205K
$16.4M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
3.87K+ 48.01% |
$295K - $318K
|
11.9K
$952K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
103K+ 243.52% |
$7.82M - $8.44M
|
145K
$11.6M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
34.1KNew |
$2.6M - $2.81M
|
34.1K
$2.72M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-8.28K- 47.32% |
$631K - $681K
|
9.22K
$736K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
66New |
$5.03K - $5.43K
|
66
$5.27K
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-488- 9.65% |
$37.2K - $40.1K
|
4.57K
$365K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
427+ 6.42% |
$32.5K - $35.1K
|
7.07K
$565K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
282+ 0.37% |
$21.5K - $23.2K
|
77.3K
$6.17M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-452- 1.85% |
$34.4K - $37.2K
|
24K
$1.91M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
1.51K+ 16.45% |
$115K - $124K
|
10.7K
$851K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
20New |
$1.52K - $1.64K
|
20
$1.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
372+ 1.58% |
$28.4K - $30.6K
|
23.9K
$1.91M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-53- 0.64% |
$4.04K - $4.36K
|
8.22K
$657K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
547New |
$41.7K - $45K
|
547
$43.7K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
5.61K+ 151.54% |
$427K - $461K
|
9.31K
$743K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
8.31K+ 11.55% |
$633K - $683K
|
80.3K
$6.41M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.55K- 5.09% |
$118K - $127K
|
28.9K
$2.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-12.9K- 55.13% |
$982K - $1.06M
|
10.5K
$837K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-408- 3.03% |
$31.1K - $33.6K
|
13.1K
$1.04M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
471+ 5.05% |
$35.9K - $38.7K
|
9.8K
$783K
|
|
|
Jan 30, 2025
Q4 2024
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-62- 0.71% |
$4.73K - $5.1K
|
8.63K
$689K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
8+ 2.96% |
$610 - $658
|
278
$22.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-413- 1.49% |
$31.5K - $34K
|
27.3K
$2.18M
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
194+ 0.66% |
$14.8K - $16K
|
29.6K
$2.36M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-174- 4.85% |
$13.3K - $14.3K
|
3.42K
$273K
|