Institutional shares held 3.73 Million
0 calls
0 puts
Total value of holdings $271M
$0 calls
$0 puts
# of Institutions 78


Latest Institutional Activity in CFO

Top Purchases

Q4 2025
Ae Wealth Management LLC Shares Held: 4.51K ($327K)
Q4 2025
Key Capital Management, Inc Shares Held: 2.34K ($170K)
Q4 2025
Flagship Harbor Advisors, LLC Shares Held: 1.47K ($107K)
Q4 2025
Cwm, LLC Shares Held: 840 ($61K)
Q4 2025
World Equity Group, Inc. Shares Held: 16.2K ($1.18M)

Top Sells

Q4 2025
Bridge Port Financial Solutions, LLC Shares Held: 17.6K ($1.28M)
Q4 2025
Patriot Financial Group Insurance Agency, LLC Shares Held: 23.4K ($1.7M)
Q4 2025
Horizons Wealth Management Shares Held: 1.43K ($104K)
Q4 2025
Mather Group, Llc. Shares Held: 58.4K ($4.24M)
Q4 2025
Paul Damon & Associates, Inc. Shares Held: 18.8K ($1.37M)

About CFO

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