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 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.89K+ 18.0% |
$220K - $238K
|
19K
$1.51M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-521- 4.93% |
$39.7K - $42.8K
|
10K
$802K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
183+ 6.4% |
$13.9K - $15K
|
3.04K
$243K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.5K- 99.92% |
$190K - $205K
|
2
$160
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-22- 0.67% |
$1.68K - $1.81K
|
3.25K
$260K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
35.1K+ 502.25% |
$2.67M - $2.88M
|
42K
$3.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
90K+ 253.73% |
$6.86M - $7.4M
|
125K
$10M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
9+ 0.26% |
$686 - $740
|
3.43K
$274K
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-279K- 84.45% |
$21.3M - $22.9M
|
51.3K
$4.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
26+ 5.58% |
$1.98K - $2.14K
|
492
$39.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
6.06K+ 87.5% |
$461K - $498K
|
13K
$1.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
3.15KNew |
$240K - $259K
|
3.15K
$252K
|
|
|
Jan 21, 2025
Q4 2024
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-16.3K- 63.44% |
$1.24M - $1.34M
|
9.4K
$750K
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-2.14K- 16.11% |
$163K - $176K
|
11.2K
$891K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
596+ 1.24% |
$45.4K - $49K
|
48.6K
$3.88M
|
|
|
Jan 21, 2025
Q4 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-957- 1.25% |
$72.9K - $78.7K
|
75.9K
$6.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-29.8K- 21.91% |
$2.27M - $2.45M
|
106K
$8.47M
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
54+ 0.62% |
$4.12K - $4.44K
|
8.7K
$695K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
184+ 1.93% |
$14K - $15.1K
|
9.73K
$777K
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
2.01K+ 19.94% |
$153K - $165K
|
12.1K
$963K
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
49.7KNew |
$3.79M - $4.09M
|
49.7K
$3.97M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-2.87K- 11.14% |
$219K - $236K
|
22.9K
$1.83M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-196- 0.09% |
$14.9K - $16.1K
|
210K
$16.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-51- 0.3% |
$3.89K - $4.19K
|
16.7K
$1.34M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-60- 0.93% |
$4.57K - $4.93K
|
6.39K
$510K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-3.12K- 11.12% |
$237K - $256K
|
24.9K
$1.99M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
149+ 0.1% |
$11.4K - $12.3K
|
155K
$12.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
165+ 0.36% |
$12.6K - $13.6K
|
46.4K
$3.71M
|
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
101KNew |
$7.69M - $8.3M
|
101K
$8.06M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-6.89K- 20.79% |
$525K - $566K
|
26.2K
$2.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
9.9KNew |
$754K - $814K
|
9.9K
$791K
|
|
|
Jan 16, 2025
Q4 2024
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-276- 0.86% |
$21K - $22.7K
|
31.9K
$2.55M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-614- 11.71% |
$46.8K - $50.5K
|
4.63K
$370K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
6.08KNew |
$463K - $500K
|
6.08K
$486K
|
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
366+ 2.98% |
$27.9K - $30.1K
|
12.6K
$1.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-2.77K- 14.71% |
$211K - $228K
|
16.1K
$1.28M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.58KNew |
$273K - $295K
|
3.58K
$286K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.64KNew |
$201K - $217K
|
2.64K
$211K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
32+ 0.57% |
$2.44K - $2.63K
|
5.68K
$454K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
156+ 1.58% |
$11.9K - $12.8K
|
10.1K
$803K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
67.3KNew |
$5.13M - $5.53M
|
67.3K
$5.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
117KNew |
$8.94M - $9.65M
|
117K
$9.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-971- 3.56% |
$74K - $79.9K
|
26.3K
$2.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-96- 1.16% |
$7.32K - $7.9K
|
8.17K
$652K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.6K+ 29.93% |
$198K - $214K
|
11.3K
$902K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-93- 0.98% |
$7.09K - $7.65K
|
9.44K
$754K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
254+ 117.05% |
$19.4K - $20.9K
|
471
$37.6K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
154+ 2.83% |
$11.7K - $12.7K
|
5.59K
$446K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-483- 5.16% |
$36.8K - $39.7K
|
8.88K
$709K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-168- 22.08% |
$12.8K - $13.8K
|
593
$47.4K
|