Institutional shares held 6.38 Million
0 calls
0 puts
Total value of holdings $367M
$0 calls
$0 puts
# of Institutions 209


Latest Institutional Activity in CGW

Top Purchases

Q1 2025
Wealthcare Advisory Partners LLC Shares Held: 38K ($2.19M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 34.3K ($1.98M)
Q1 2025
Johnson Investment Counsel Inc Shares Held: 4.11K ($237K)
Q1 2025
Farther Finance Advisors, LLC Shares Held: 1.81K ($104K)
Q1 2025
First Affirmative Financial Network Shares Held: 36.3K ($2.09M)

Top Sells

Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 106K ($6.09M)
Q1 2025
Money Design Co.,Ltd. Shares Held: 48.5K ($2.79M)
Q1 2025
Transform Wealth, LLC Shares Held: 4.01K ($231K)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 10.9K ($627K)
Q1 2025
Dunhill Financial, LLC Shares Held: 963 ($55.5K)

About CGW

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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