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 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-2.64K- 19.15% |
$201K - $217K
|
11.1K
$890K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.62K- 22.09% |
$200K - $215K
|
9.24K
$738K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.5K- 99.92% |
$190K - $205K
|
2
$160
|
|
|
Feb 10, 2025
Q4 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-2.28K- 10.55% |
$173K - $187K
|
19.3K
$1.54M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-2.23K- 1.78% |
$170K - $183K
|
123K
$9.85M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-2.19K- 1.91% |
$167K - $180K
|
112K
$8.98M
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-2.14K- 16.11% |
$163K - $176K
|
11.2K
$891K
|
|
|
Feb 07, 2025
Q4 2024
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-2.04K- 5.69% |
$156K - $168K
|
33.9K
$2.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.98K- 0.08% |
$151K - $162K
|
2.52M
$202M
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-1.9K- 15.89% |
$145K - $157K
|
10.1K
$804K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.83K- 5.16% |
$140K - $151K
|
33.7K
$2.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.58K- 26.59% |
$120K - $130K
|
4.36K
$348K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.55K- 5.09% |
$118K - $127K
|
28.9K
$2.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-1.44K- 3.38% |
$109K - $118K
|
41.1K
$3.28M
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-1.41K- 2.53% |
$107K - $116K
|
54.2K
$4.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.32K- 6.44% |
$100K - $108K
|
19.1K
$1.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.31K- 4.64% |
$100K - $108K
|
27K
$2.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-1.31K- 1.3% |
$100K - $108K
|
99.6K
$7.96M
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-1.22K- 4.11% |
$92.9K - $100K
|
28.5K
$2.27M
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-971- 3.56% |
$74K - $79.9K
|
26.3K
$2.1M
|
|
|
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 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-938- 1.02% |
$71.5K - $77.1K
|
91.2K
$7.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-848- 2.77% |
$64.6K - $69.7K
|
29.8K
$2.38M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-800- 14.88% |
$61K - $65.8K
|
4.58K
$366K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-795- 5.69% |
$60.6K - $65.4K
|
13.2K
$1.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-720- 15.88% |
$54.9K - $59.2K
|
3.82K
$305K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-716- 0.64% |
$54.6K - $58.9K
|
112K
$8.91M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-695- 5.98% |
$53K - $57.2K
|
10.9K
$873K
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-665- 15.95% |
$50.7K - $54.7K
|
3.5K
$280K
|
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-633- 2.93% |
$48.2K - $52.1K
|
21K
$1.67M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-630- 85.14% |
$48K - $51.8K
|
110
$8.79K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-614- 11.71% |
$46.8K - $50.5K
|
4.63K
$370K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-591- 1.75% |
$45K - $48.6K
|
33.1K
$2.64M
|
|
|
Feb 12, 2025
Q4 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-590- 1.13% |
$45K - $48.5K
|
51.5K
$4.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-521- 4.93% |
$39.7K - $42.8K
|
10K
$802K
|
|
|
Feb 14, 2025
Q4 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-511- 1.67% |
$38.9K - $42K
|
30.2K
$2.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-488- 9.65% |
$37.2K - $40.1K
|
4.57K
$365K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-483- 5.16% |
$36.8K - $39.7K
|
8.88K
$709K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-467- 1.91% |
$35.6K - $38.4K
|
24K
$1.91M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-452- 1.85% |
$34.4K - $37.2K
|
24K
$1.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-429- 32.75% |
$32.7K - $35.3K
|
881
$70.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-413- 1.49% |
$31.5K - $34K
|
27.3K
$2.18M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-408- 3.03% |
$31.1K - $33.6K
|
13.1K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-406- 2.7% |
$30.9K - $33.4K
|
14.6K
$1.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-349- 9.5% |
$26.6K - $28.7K
|
3.33K
$266K
|
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-347- 9.4% |
$26.4K - $28.5K
|
3.34K
$267K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-343- 86.18% |
$26.1K - $28.2K
|
55
$4.39K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-315- 0.56% |
$24K - $25.9K
|
55.9K
$4.47M
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-308- 3.98% |
$23.5K - $25.3K
|
7.44K
$594K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-295- 5.08% |
$22.5K - $24.3K
|
5.51K
$440K
|