Institutional shares held 46.5 Million
42.5K calls
47.1K puts
Total value of holdings $1.39B
$1.27M calls
$1.41M puts
# of Institutions 255


Latest Institutional Activity in CWI

Top Purchases

Q4 2024
Bank Of America Corp Shares Held: 9.3M ($277M)
Q4 2024
Lpl Financial LLC Shares Held: 1.38M ($41.3M)
Q4 2024
Avantax Planning Partners, Inc. Shares Held: 1.92M ($57.4M)
Q4 2024
Envestnet Asset Management Inc Shares Held: 590K ($17.6M)
Q4 2024
Friday Financial Shares Held: 223K ($6.66M)

Top Sells

Q4 2024
Jane Street Group, LLC Shares Held: 133K ($3.98M)
Q4 2024
Strategic Financial Concepts, LLC Shares Held: 9.25K ($276K)
Q4 2024
Focus Financial Network, Inc. Shares Held: 97.7K ($2.91M)
Q4 2024
Mach 1 Financial Group, LLC Shares Held: 17.7K ($528K)
Q4 2024
Wells Fargo & Company Shares Held: 276K ($8.24M)

About CWI

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