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, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
290K+ 49.9% |
$22.1M - $23.8M
|
871K
$69.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-591- 1.75% |
$45K - $48.6K
|
33.1K
$2.64M
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-308- 3.98% |
$23.5K - $25.3K
|
7.44K
$594K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
542+ 15.27% |
$41.3K - $44.6K
|
4.09K
$327K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
1.02K+ 15.29% |
$77.4K - $83.6K
|
7.66K
$612K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-90- 0.82% |
$6.86K - $7.4K
|
10.8K
$864K
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
4New |
$305 - $329
|
4
$319
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
5+ 0.12% |
$381 - $411
|
4.34K
$346K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-46.5KClosed |
$3.55M - $3.83M
|
0
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 0.57% |
$229 - $247
|
526
$42K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
29.8K+ 36.35% |
$2.27M - $2.45M
|
112K
$8.92M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
97.7KNew |
$7.45M - $8.04M
|
97.7K
$7.81M
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-1.44K- 3.38% |
$109K - $118K
|
41.1K
$3.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
2.98K+ 43.79% |
$227K - $245K
|
9.79K
$782K
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-1.31K- 1.3% |
$100K - $108K
|
99.6K
$7.96M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-90- 0.09% |
$6.86K - $7.4K
|
105K
$8.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
407+ 13.07% |
$31K - $33.5K
|
3.52K
$281K
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-665- 15.95% |
$50.7K - $54.7K
|
3.5K
$280K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 2.7% |
$76.2 - $82.2
|
38
$3.04K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
322+ 4.59% |
$24.5K - $26.5K
|
7.34K
$587K
|
|
|
Jan 27, 2025
Q4 2024
|
Win Advisors, Inc
|
BUY
|
- |
105K+ 732.54% |
$8.02M - $8.65M
|
120K
$9.55M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
28.6K+ 96.03% |
$2.18M - $2.35M
|
58.3K
$4.66M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-250- 1.62% |
$19.1K - $20.6K
|
15.1K
$1.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
4.24KNew |
$323K - $348K
|
4.24K
$338K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
5.28KNew |
$402K - $434K
|
5.28K
$422K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
68.5KNew |
$5.22M - $5.64M
|
68.5K
$5.47M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.62K- 22.09% |
$200K - $215K
|
9.24K
$738K
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-695- 5.98% |
$53K - $57.2K
|
10.9K
$873K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
11+ 0.34% |
$838 - $905
|
3.29K
$262K
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
44+ 0.75% |
$3.35K - $3.62K
|
5.88K
$469K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
1.09K+ 1.0% |
$82.7K - $89.2K
|
110K
$8.76M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
925+ 4.53% |
$70.5K - $76.1K
|
21.3K
$1.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-103- 0.17% |
$7.85K - $8.47K
|
58.8K
$4.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
2.39K+ 28.63% |
$182K - $196K
|
10.7K
$857K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
61New |
$4.65K - $5.02K
|
61
$4.87K
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-8.68K- 18.53% |
$662K - $714K
|
38.2K
$3.05M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
13KNew |
$992K - $1.07M
|
13K
$1.04M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
5.04KNew |
$384K - $415K
|
5.04K
$403K
|
|
|
Jan 24, 2025
Q4 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
4+ 0.62% |
$305 - $329
|
645
$51.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
62.6KNew |
$4.77M - $5.15M
|
62.6K
$5M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
38+ 0.69% |
$2.9K - $3.13K
|
5.51K
$440K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
114+ 1.33% |
$8.69K - $9.38K
|
8.67K
$693K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.05K+ 15.8% |
$233K - $251K
|
22.4K
$1.79M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.82K+ 0.9% |
$139K - $150K
|
205K
$16.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-3.62K- 7.17% |
$276K - $298K
|
46.9K
$3.75M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
18.9K+ 11.76% |
$1.44M - $1.56M
|
180K
$14.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
7.01KNew |
$534K - $576K
|
7.01K
$560K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
6+ 0.81% |
$457 - $493
|
750
$59.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
335+ 2.71% |
$25.5K - $27.6K
|
12.7K
$1.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
8.97KNew |
$684K - $738K
|
8.97K
$716K
|