Institutional shares held 104 Million
0 calls
0 puts
Total value of holdings $2.57B
$0 calls
$0 puts
# of Institutions 277


Latest Institutional Activity in CGXU

Top Purchases

Q1 2025
Sterling Investment Counsel, LLC Shares Held: 647K ($16.1M)
Q1 2025
Advisor Net Financial, Inc Shares Held: 914K ($22.8M)
Q1 2025
Triangle Securities Wealth Management Shares Held: 203K ($5.05M)
Q1 2025
Swisher Financial Concepts, Inc. Shares Held: 156K ($3.87M)
Q1 2025
Meridian Investment Counsel Inc. Shares Held: 126K ($3.12M)

Top Sells

Q1 2025
Cushing Capital Partners, LLC Shares Held: 70.2K ($1.75M)
Q1 2025
Consolidated Planning Corp Shares Held: 1.14M ($28.3M)
Q1 2025
Robertson Stephens Wealth Management, LLC Shares Held: 49.4K ($1.23M)
Q1 2025
Cra Financial Services, LLC Shares Held: 13K ($325K)
Q1 2025
Cyndeo Wealth Partners, LLC Shares Held: 126K ($3.12M)

About CGXU

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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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