Latest Institutional Purchases of Spdr Bloomberg Convertible Sec (CWB)

CWB Quotes by TradingView

This list provides information on the latest institutional transactions involving Spdr Bloomberg Convertible Sec (CWB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Aug 02, 2023 Q2 2023
Archford Capital Strategies, LLC

BUY
 -
100
+ 0.56%
$6.55K - $7K
18K $1.38M
Aug 08, 2023 Q2 2023
Mcmillion Capital Management Inc

BUY
 -
70
New
$4.58K - $4.9K
70 $5.39K
Aug 09, 2023 Q2 2023
Institutional & Family Asset Management, LLC

BUY
 -
48
New
$3.14K - $3.36K
48 $3.69K
Aug 14, 2023 Q2 2023
Bleakley Financial Group, LLC

Fairfield, NJ
BUY
 -
45
+ 1.06%
$2.95K - $3.15K
4.27K $329K
Jul 26, 2023 Q2 2023
Sawtooth Solutions, LLC

BUY
 -
45
+ 1.06%
$2.95K - $3.15K
4.27K $329K
Jul 13, 2023 Q2 2023
Instrumental Wealth, LLC

Tampa, FL
BUY
 -
13
+ 0.4%
$851 - $909
3.28K $252K
Q1 2023
May 15, 2023 Q1 2023
Mangrove Partners

New York, NY
BUY
 -
130K
New
$8.36M - $9.07M
130K $10M
May 15, 2023 Q1 2023
Ascendant Capital Management, LLC

Los Angeles, CA
BUY
 -
15K
New
$962K - $1.04M
15K $1.15M
Apr 18, 2023 Q1 2023
Park Avenue Securities LLC

BUY
 -
12.6K
+ 21.15%
$806K - $874K
72K $5.54M
May 15, 2023 Q1 2023
Two Sigma Securities, LLC

New York, NY
BUY
 -
11.9K
New
$765K - $829K
11.9K $917K
Apr 27, 2023 Q1 2023
Channel Wealth LLC

Santa Barbara, CA
BUY
 -
4.69K
New
$301K - $326K
4.69K $361K
May 15, 2023 Q1 2023
Frank, Rimerman Advisors LLC

Palo Alto, CA
BUY
 -
4K
New
$256K - $278K
4K $308K
May 12, 2023 Q1 2023
Dynamic Technology Lab Private LTD

Singapore, U0
BUY
 -
3.38K
New
$216K - $235K
3.38K $260K
Apr 21, 2023 Q1 2023
Royal Harbor Partners, LLC

BUY
 -
3.01K
New
$193K - $209K
3.01K $232K
May 10, 2023 Q1 2023
Cavalier Investments, LLC

BUY
 -
2.8K
+ 6.19%
$180K - $195K
48K $3.69M
May 10, 2023 Q1 2023
Washington Trust CO

BUY
 -
1.21K
+ 121000.0%
$77.6K - $84.1K
1.21K $93.2K
Apr 25, 2023 Q1 2023
Ridgewood Investments LLC

BUY
 -
398
New
$25.5K - $27.7K
398 $30.6K
May 11, 2023 Q1 2023
Barrett & Company, Inc.

Providence, RI
BUY
 -
167
New
$10.7K - $11.6K
167 $12.8K
Apr 07, 2023 Q1 2023
Kwb Wealth

Redlands, CA
BUY
 -
148
+ 2.34%
$9.49K - $10.3K
6.47K $498K
Apr 19, 2023 Q1 2023
Central Trust CO

Jefferson City, MO
BUY
 -
95
New
$6.09K - $6.61K
95 $7.31K
May 03, 2023 Q1 2023
Kistler Tiffany Companies, LLC

Berwyn, PA
BUY
 -
45
New
$2.88K - $3.13K
45 $3.46K
May 08, 2023 Q1 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
16
New
$1.03K - $1.11K
16 $1.23K
May 10, 2023 Q1 2023
Ellis Investment Partners, LLC

BUY
 -
11
+ 0.31%
$705 - $765
3.58K $275K
May 10, 2023 Q1 2023
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
4
New
$256 - $278
4 $308
Q4 2022
Feb 02, 2023 Q4 2022
Appleton Group, LLC

BUY
 -
41.8K
New
$2.63M - $2.8M
41.8K $3.22M
Feb 27, 2023 Q4 2022
Gallagher Benefit Services, Inc.

Rolling Meadows, IL
BUY
 -
24.3K
New
$1.53M - $1.63M
24.3K $1.87M
Jan 23, 2023 Q4 2022
Buttonwood Financial Group, LLC

BUY
 -
12.3K
New
$774K - $825K
12.3K $947K
Feb 13, 2023 Q4 2022
Sage Investment Advisers LLC

Poughkeepsie, NY
BUY
 -
9.96K
New
$627K - $668K
9.96K $766K
Feb 08, 2023 Q4 2022
Okabena Investment Services Inc

Minneapolis, MN
BUY
 -
9.63K
New
$606K - $645K
9.63K $741K
Feb 13, 2023 Q4 2022
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
9.32K
+ 95.63%
$586K - $624K
19.1K $1.47M
Jan 25, 2023 Q4 2022
Beaumont Financial Advisors, LLC

Needham, DE
BUY
 -
6.5K
New
$409K - $436K
6.5K $500K
Jan 24, 2023 Q4 2022
Wealthpoint, LLC

BUY
 -
3.94K
New
$248K - $264K
3.94K $303K
Feb 14, 2023 Q4 2022
Bank Of New York Mellon Corp

New York, NY
BUY
 -
3.66K
New
$230K - $245K
3.66K $282K
Feb 10, 2023 Q4 2022
Hrt Financial LP

New York, NY
BUY
 -
3.61K
New
$227K - $242K
3.61K $278K
Feb 16, 2023 Q4 2022
Strait & Sound Wealth Management LLC

San Francisco, CA
BUY
 -
3.5K
New
$220K - $235K
3.5K $269K
May 01, 2023 Q4 2022
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
3.48K
New
$219K - $233K
3.48K $267K
Jan 25, 2023 Q4 2022
Hoxton Planning & Management, LLC

Shepherdstown, WV
BUY
 -
3.18K
New
$200K - $213K
3.18K $245K
Feb 14, 2023 Q4 2022
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
2.9K
New
$182K - $194K
2.9K $223K
Feb 13, 2023 Q4 2022
Clarity Financial LLC

BUY
 -
2.74K
+ 8.44%
$172K - $184K
35.2K $2.71M
Jan 09, 2023 Q4 2022
Cambridge Trust CO

Boston, MA
BUY
 -
1.5K
New
$94.4K - $101K
1.5K $115K
Jan 10, 2023 Q4 2022
Ewg Elevate Inc.

BUY
 -
1.33K
New
$83.6K - $89.1K
1.33K $102K
Jan 17, 2023 Q4 2022
Romano Brothers And Company

Evanston, IL
BUY
 -
1.13K
New
$71.2K - $75.9K
1.13K $87.1K
Feb 15, 2023 Q4 2022
Core First Bank & Trust

Topeka, KS
BUY
 -
632
New
$39.8K - $42.4K
632 $48.6K
Feb 14, 2023 Q4 2022
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
613
New
$38.6K - $41.1K
613 $47.2K
Feb 17, 2023 Q4 2022
Coppell Advisory Solutions Corp.

Coppell, TX
BUY
 -
609
New
$38.3K - $40.8K
609 $46.9K
Jan 27, 2023 Q4 2022
Concord Wealth Partners

BUY
 -
500
New
$31.5K - $33.5K
500 $38.5K
Jan 11, 2023 Q4 2022
Accurate Wealth Management, LLC

BUY
 -
438
New
$27.6K - $29.4K
438 $33.7K
Feb 14, 2023 Q4 2022
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
426
New
$26.8K - $28.5K
426 $32.8K
Feb 10, 2023 Q4 2022
Red Lighthouse Investment Management, LLC

New York, NY
BUY
 -
351
New
$22.1K - $23.5K
351 $27K

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