Latest Institutional Sells 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 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
Aug 14, 2020 Q2 2020
Nan Shan Life Insurance Co., Ltd.

Taipei City, F5
SELL
 -
-2.74M
Closed
$124M - $166M
0 $0
Aug 10, 2020 Q2 2020
Fft Wealth Management LLC

West Conshohocken, PA
SELL
 -
-75.5K
Closed
$3.42M - $4.57M
0 $0
Aug 14, 2020 Q2 2020
Pathstone Family Office, LLC

Englewood, NJ
SELL
 -
-33.1K
Closed
$1.5M - $2M
0 $0
Jul 31, 2020 Q2 2020
Merriman Wealth Management, LLC

SELL
 -
-25.8K
Closed
$1.17M - $1.56M
0 $0
Aug 12, 2020 Q2 2020
Fund Evaluation Group, LLC

Cincinnati, OH
SELL
 -
-20.8K
Closed
$941K - $1.26M
0 $0
Jul 28, 2020 Q2 2020
Sage Advisory Services, Ltd.Co.

SELL
 -
-19.3K
Closed
$873K - $1.17M
0 $0
Jul 27, 2020 Q2 2020
Regions Financial Corp

SELL
 -
-19K
Closed
$860K - $1.15M
0 $0
Jul 31, 2020 Q2 2020
Bowie Capital Management, LLC

Richardson, TX
SELL
 -
-16K
Closed
$724K - $968K
0 $0
Jul 31, 2020 Q2 2020
Optas, LLC

SELL
 -
-12.6K
Closed
$570K - $762K
0 $0
Aug 14, 2020 Q2 2020
Flow Traders U.S. LLC

New York, NY
SELL
 -
-12.1K
Closed
$547K - $731K
0 $0
Aug 06, 2020 Q2 2020
Palisade Capital Management LLC

Fort Lee, NJ
SELL
 -
-9.39K
Closed
$425K - $568K
0 $0
Jul 29, 2020 Q2 2020
Stelac Advisory Services LLC

New York, NY
SELL
 -
-5K
Closed
$226K - $303K
0 $0
Aug 13, 2020 Q2 2020
Westwood Holdings Group Inc

Dallas, TX
SELL
 -
-4.33K
Closed
$196K - $262K
0 $0
Jul 28, 2020 Q2 2020
Stratos Wealth Advisors, LLC

SELL
 -
-1.49K
Closed
$67.4K - $90.1K
0 $0
Aug 12, 2020 Q2 2020
Meridian Wealth Partners, LLC

Blue Bell, PA
SELL
 -
-1.34K
Closed
$60.5K - $80.8K
0 $0
Aug 14, 2020 Q2 2020
Mbe Wealth Management, LLC

SELL
 -
-435
Closed
$19.7K - $26.3K
0 $0
Aug 11, 2020 Q2 2020
Migdal Insurance & Financial Holdings Ltd.

SELL
 -
-350
Closed
$15.8K - $21.2K
0 $0
Aug 05, 2020 Q2 2020
Carmichael Hill & Associates, Inc.

SELL
 -
-60
Closed
$2.72K - $3.63K
0 $0
Q1 2020
May 15, 2020 Q1 2020
Flaharty Asset Management, LLC

SELL
 -
-246K
Closed
$10.1M - $14.9M
0 $0
Apr 23, 2020 Q1 2020
Stewardship Advisors, LLC

SELL
 -
-49.7K
Closed
$2.04M - $3M
0 $0
May 07, 2020 Q1 2020
Shepherd Financial Partners LLC

Winchester, MA
SELL
 -
-38.1K
Closed
$1.56M - $2.3M
0 $0
May 11, 2020 Q1 2020
Ironsides Asset Advisors, LLC

Rocky Mount, NC
SELL
 -
-33.1K
Closed
$1.36M - $2M
0 $0
Apr 22, 2020 Q1 2020
Corbett Road Capital Management, LLC

Mclean, VA
SELL
 -
-28.4K
Closed
$1.16M - $1.72M
0 $0
May 14, 2020 Q1 2020
Stringer Asset Management, LLC

Memphis, TN
SELL
 -
-20.6K
Closed
$843K - $1.24M
0 $0
Apr 27, 2020 Q1 2020
Hms Capital Management, LLC

SELL
 PUT
-12.3K
Closed
$504K - $743K
0 $0
Apr 27, 2020 Q1 2020
Wealth Enhancement & Preservation Of Ga, LLC

Alpharetta, GA
SELL
 -
-11.6K
Closed
$476K - $702K
0 $0
Apr 28, 2020 Q1 2020
Capital Wealth Alliance, LLC

SELL
 -
-11.4K
Closed
$468K - $690K
0 $0
May 12, 2020 Q1 2020
Americana Partners, LLC

Houston, TX
SELL
 -
-10K
Closed
$410K - $604K
0 $0
May 14, 2020 Q1 2020
Marcum Wealth, LLC

SELL
 -
-8.14K
Closed
$334K - $492K
0 $0
May 14, 2020 Q1 2020
Wintrust Investments LLC

Chicago, IL
SELL
 -
-7.76K
Closed
$318K - $469K
0 $0
May 15, 2020 Q1 2020
Cresset Asset Management, LLC

Chicago, IL
SELL
 -
-5.95K
Closed
$244K - $359K
0 $0
May 13, 2020 Q1 2020
Lgl Partners, LLC

West Conshohocken, PA
SELL
 -
-4.99K
Closed
$205K - $301K
0 $0
May 08, 2020 Q1 2020
Bryn Mawr Trust CO

Bryn Mawr, PA
SELL
 -
-3.67K
Closed
$150K - $222K
0 $0
May 14, 2020 Q1 2020
Howe & Rusling Inc

Rochester, NY
SELL
 -
-965
- 50.0%
$39.5K - $58.3K
965 $85.4K
May 04, 2020 Q1 2020
Samalin Investment Counsel, LLC

Chappaqua, NY
SELL
 -
-952
Closed
$39K - $57.5K
0 $0
Apr 10, 2020 Q1 2020
Lowe Wealth Advisors, LLC

SELL
 -
-526
Closed
$21.5K - $31.8K
0 $0
May 08, 2020 Q1 2020
Royal Fund Management, LLC

SELL
 -
-475
Closed
$19.5K - $28.7K
0 $0
Apr 20, 2020 Q1 2020
Ls Investment Advisors, LLC

SELL
 -
-250
Closed
$10.2K - $15.1K
0 $0
May 18, 2020 Q1 2020
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
SELL
 -
-60
Closed
$2.46K - $3.62K
0 $0
May 06, 2020 Q1 2020
Bedel Financial Consulting, Inc.

SELL
 -
-45
Closed
$1.84K - $2.72K
0 $0
Q4 2019
Feb 18, 2020 Q4 2019
Axa S.A.

Paris, I0
SELL
 -
-183K
Closed
$9.45M - $10.2M
0 $0
Jan 15, 2020 Q4 2019
Stonehearth Capital Management, LLC

SELL
 -
-25.5K
Closed
$1.32M - $1.42M
0 $0
Jan 17, 2020 Q4 2019
Altium Wealth Management LLC

SELL
 -
-7.8K
Closed
$403K - $435K
0 $0
Feb 11, 2020 Q4 2019
Wrapmanager Inc

SELL
 -
-4.52K
Closed
$234K - $252K
0 $0
Jan 08, 2020 Q4 2019
Vista Private Wealth Partners. LLC

SELL
 -
-1.76K
Closed
$90.7K - $97.9K
0 $0
Jan 08, 2020 Q4 2019
Cribstone Capital Management, LLC

Augusta, ME
SELL
 -
-637
Closed
$32.9K - $35.5K
0 $0
Feb 14, 2020 Q4 2019
Ubs Asset Management Americas Inc

Chicago, IL
SELL
 -
-495
Closed
$25.6K - $27.6K
0 $0
Feb 13, 2020 Q4 2019
Lake Point Wealth Management

SELL
 -
-86
- 61.87%
$4.44K - $4.8K
53 $4.69K
Q3 2019
Nov 08, 2019 Q3 2019
Perella Weinberg Partners Capital Management LP

SELL
 -
-205K
Closed
$10.7M - $10.9M
0 $0

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