Institutional shares held 245 Million
1.1K calls
100 puts
Total value of holdings $14.3B
$64K calls
$5K puts
# of Institutions 894


Latest Institutional Activity in COWZ

Top Purchases

Q3 2025
Sequoia Financial Advisors, LLC Shares Held: 1.8M ($105M)
Q3 2025
Cetera Investment Advisers Shares Held: 6.09M ($357M)
Q3 2025
Mercer Global Advisors Inc Shares Held: 890K ($52.1M)
Q3 2025
Ci Private Wealth, LLC Shares Held: 546K ($32M)
Q3 2025
Drucker Wealth 3.0, LLC Shares Held: 339K ($19.8M)

Top Sells

Q3 2025
Bank Of America Corp Shares Held: 43.6M ($2.55B)
Q3 2025
Morgan Stanley Shares Held: 17M ($996M)
Q3 2025
Northwestern Mutual Wealth Management CO Shares Held: 9.04M ($530M)
Q3 2025
Soundwatch Capital LLC Shares Held: 4.84K ($284K)
Q3 2025
Raymond James Financial Inc Shares Held: 10.3M ($602M)

About COWZ

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