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 |
---|---|---|---|---|---|---|---|
Jul 22, 2021
Q2 2021
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-5.6KClosed |
$448K - $489K
|
0
$0
|
|
Jul 15, 2021
Q2 2021
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-3.75KClosed |
$300K - $327K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-3.64KClosed |
$291K - $317K
|
0
$0
|
|
Aug 17, 2021
Q2 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-3.33K- 99.73% |
$266K - $291K
|
9
$719
|
|
Aug 11, 2021
Q2 2021
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-3.17KClosed |
$253K - $276K
|
0
$0
|
|
Jul 15, 2021
Q2 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-3.03KClosed |
$242K - $264K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-2.85KClosed |
$228K - $249K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-2.41KClosed |
$192K - $210K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-1.4KClosed |
$112K - $122K
|
0
$0
|
|
Jul 30, 2021
Q2 2021
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.23KClosed |
$98.5K - $107K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-1KClosed |
$79.9K - $87.3K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Seven One Seven Capital Management
Lancaster, PA |
SELL
|
- |
-755Closed |
$60.3K - $65.9K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-456Closed |
$36.4K - $39.8K
|
0
$0
|
|
Aug 16, 2024
Q2 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-143Closed |
$11.4K - $12.5K
|
0
$0
|
|
Jul 26, 2021
Q2 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-95Closed |
$7.59K - $8.29K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-27Closed |
$2.16K - $2.36K
|
0
$0
|
|
Q1 2021 | |||||||
May 06, 2021
Q1 2021
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-129KClosed |
$10.5M - $11.9M
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Greystone Financial Group, LLC
|
SELL
|
- |
-105KClosed |
$8.55M - $9.7M
|
0
$0
|
|
Apr 09, 2021
Q1 2021
|
Financial Services Advisory Inc
|
SELL
|
- |
-58.6KClosed |
$4.76M - $5.4M
|
0
$0
|
|
May 10, 2021
Q1 2021
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-37.4KClosed |
$3.04M - $3.45M
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Q3 Asset Management
|
SELL
|
- |
-29.5KClosed |
$2.39M - $2.72M
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-12.5KClosed |
$1.02M - $1.16M
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
3 Edge Asset Management, LP
|
SELL
|
- |
-9.57KClosed |
$778K - $883K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-8.8KClosed |
$715K - $812K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-7.89KClosed |
$641K - $727K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-4.74KClosed |
$385K - $437K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.77KClosed |
$225K - $255K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-2.57KClosed |
$209K - $237K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.37KClosed |
$111K - $126K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-665Closed |
$54K - $61.3K
|
0
$0
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-524Closed |
$42.6K - $48.3K
|
0
$0
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-524Closed |
$42.6K - $48.3K
|
0
$0
|
|
Apr 20, 2021
Q1 2021
|
Fortem Financial Group, LLC
|
SELL
|
- |
-515Closed |
$41.8K - $47.5K
|
0
$0
|
|
Feb 22, 2022
Q1 2021
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-385Closed |
$31.3K - $35.5K
|
0
$0
|
|
Apr 16, 2021
Q1 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-287Closed |
$23.3K - $26.5K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-242Closed |
$19.7K - $22.3K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-86Closed |
$6.99K - $7.93K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 09, 2021
Q4 2020
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-16.9KClosed |
$1.16M - $1.4M
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-7.68KClosed |
$529K - $638K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-1.89KClosed |
$130K - $157K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-716Closed |
$49.3K - $59.4K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
CALL |
-400Closed |
$27.6K - $33.2K
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Ellevest, Inc.
|
SELL
|
- |
-155Closed |
$10.7K - $12.9K
|
0
$0
|
|
Jan 13, 2021
Q4 2020
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-110Closed |
$7.58K - $9.13K
|
0
$0
|
|
Jan 26, 2021
Q4 2020
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-22Closed |
$1.52K - $1.83K
|
0
$0
|
|
Jan 14, 2021
Q4 2020
|
Larson Financial Group LLC
|
SELL
|
- |
-22Closed |
$1.52K - $1.83K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 13, 2020
Q3 2020
|
Atom Investors LP
Austin, TX |
SELL
|
PUT |
-100KClosed |
$6.09M - $7.14M
|
0
$0
|
|
Nov 04, 2020
Q3 2020
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-38.1KClosed |
$2.32M - $2.72M
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Advent Capital Management
New York, NY |
SELL
|
- |
-8.06KClosed |
$491K - $575K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-6.69KClosed |
$408K - $478K
|
0
$0
|