Latest Institutional Sells of Spdr Bloomberg Convertible Sec (CWB)
This list provides information on the latest institutional transactions involving Spdr Bloomberg Convertible Sec (CWB) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-618K- 28.01% |
$47.1M - $50.8M
|
1.59M
$127M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-279K- 84.45% |
$21.3M - $22.9M
|
51.3K
$4.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-115K- 53.88% |
$8.73M - $9.42M
|
98.1K
$7.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-107K- 97.45% |
$8.15M - $8.8M
|
2.8K
$224K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-90K- 29.82% |
$6.86M - $7.4M
|
212K
$16.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-56.2K- 24.76% |
$4.28M - $4.62M
|
171K
$13.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-46.5KClosed |
$3.55M - $3.83M
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-44.7K- 53.66% |
$3.41M - $3.68M
|
38.6K
$3.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-36.4K- 71.63% |
$2.78M - $3M
|
14.4K
$1.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-30.3K- 12.36% |
$2.31M - $2.5M
|
215K
$17.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-29.8K- 21.91% |
$2.27M - $2.45M
|
106K
$8.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-27.4K- 9.61% |
$2.09M - $2.26M
|
258K
$20.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-24.8K- 2.93% |
$1.89M - $2.04M
|
822K
$65.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-23K- 23.68% |
$1.75M - $1.89M
|
74.2K
$5.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-17.1K- 19.98% |
$1.3M - $1.41M
|
68.6K
$5.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-17K- 3.55% |
$1.3M - $1.4M
|
462K
$36.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-16.5K- 78.86% |
$1.26M - $1.36M
|
4.44K
$354K
|
|
|
Jan 21, 2025
Q4 2024
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-16.3K- 63.44% |
$1.24M - $1.34M
|
9.4K
$750K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-12.9K- 55.13% |
$982K - $1.06M
|
10.5K
$837K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-8.85K- 1.83% |
$674K - $728K
|
475K
$37.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-8.68K- 18.53% |
$662K - $714K
|
38.2K
$3.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-8.58K- 33.68% |
$654K - $706K
|
16.9K
$1.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-8.28K- 47.32% |
$631K - $681K
|
9.22K
$736K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-7.69K- 18.14% |
$586K - $632K
|
34.7K
$2.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-7.64K- 27.16% |
$582K - $628K
|
20.5K
$1.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-7.6K- 68.35% |
$579K - $625K
|
3.52K
$281K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-6.89K- 20.79% |
$525K - $566K
|
26.2K
$2.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.4K- 1.62% |
$488K - $526K
|
390K
$31.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-6.1K- 2.71% |
$465K - $502K
|
219K
$17.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-6K- 35.65% |
$457K - $493K
|
10.8K
$865K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-5.72K- 4.85% |
$436K - $470K
|
112K
$8.97M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-5.55K- 27.73% |
$423K - $456K
|
14.5K
$1.16M
|
|
|
Jan 13, 2025
Q4 2024
|
David J Yvars Group
|
SELL
|
- |
-5.49K- 8.82% |
$418K - $451K
|
56.7K
$4.53M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-5.2K- 33.59% |
$396K - $428K
|
10.3K
$821K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-5.18K- 38.36% |
$395K - $426K
|
8.32K
$665K
|
|
|
Feb 14, 2025
Q4 2024
|
Sculptor Capital LP
New York, NY |
SELL
|
- |
-4.81K- 15.22% |
$366K - $395K
|
26.8K
$2.14M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4.74K- 3.08% |
$361K - $390K
|
149K
$11.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-3.95K- 29.42% |
$301K - $324K
|
9.47K
$756K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-3.84K- 23.46% |
$293K - $316K
|
12.5K
$1M
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-3.75K- 33.29% |
$285K - $308K
|
7.51K
$600K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-3.7K- 30.96% |
$282K - $304K
|
8.25K
$659K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-3.62K- 7.17% |
$276K - $298K
|
46.9K
$3.75M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-3.28K- 14.44% |
$250K - $270K
|
19.4K
$1.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-3.15K- 2.23% |
$240K - $259K
|
138K
$11M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-3.12K- 11.12% |
$237K - $256K
|
24.9K
$1.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.1K- 8.2% |
$236K - $255K
|
34.7K
$2.77M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.02K- 2.5% |
$230K - $248K
|
118K
$9.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-2.87K- 11.14% |
$219K - $236K
|
22.9K
$1.83M
|
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-2.77K- 14.71% |
$211K - $228K
|
16.1K
$1.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-2.65KClosed |
$202K - $218K
|
0
$0
|