Institutional shares held 3.4 Million
0 calls
0 puts
Total value of holdings $170M
$0 calls
$0 puts
# of Institutions 60


Latest Institutional Activity in CMDY

Top Purchases

Q1 2025
Wolf Group Capital Advisors Shares Held: 56.9K ($2.85M)
Q1 2025
Wj Wealth Management, LLC Shares Held: 44.8K ($2.25M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 329K ($16.5M)
Q1 2025
Valmark Advisers, Inc. Shares Held: 4.33K ($217K)
Q1 2025
Horizons Wealth Management Shares Held: 68.5K ($3.43M)

Top Sells

Q1 2025
Columbia River Financial Group, LLC Shares Held: 10.4K ($519K)
Q4 2024
Ameriprise Financial Inc Shares Held: 56.7K ($2.84M)
Q4 2024
Alaska Permanent Capital Management Shares Held: 762K ($38.1M)
Q4 2024
Cibc Private Wealth Group, LLC Shares Held: 855 ($42.8K)
Q4 2024
Lake Street Financial LLC Shares Held: 14.7K ($738K)

About CMDY

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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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