Institutional shares held 42.6 Million
6.7K calls
60.7K puts
Total value of holdings $1.22B
$191K calls
$1.74M puts
# of Institutions 235


Latest Institutional Activity in CWI

Top Purchases

Q4 2024
Brady Martz Wealth Solutions, LLC Shares Held: 185K ($5.28M)
Q4 2024
Atlas Private Wealth Advisors Shares Held: 170K ($4.87M)
Q4 2024
Cvfg LLC Shares Held: 144K ($4.12M)
Q4 2024
Merit Financial Group, LLC Shares Held: 272K ($7.79M)
Q4 2024
Wela Strategies, Inc. Shares Held: 67.3K ($1.93M)

Top Sells

Q4 2024
Hengehold Capital Management LLC Shares Held: 1.15M ($32.9M)
Q4 2024
Dakota Wealth Management Shares Held: 13.5K ($386K)
Q4 2024
Flagship Harbor Advisors, LLC Shares Held: 10.7K ($307K)
Q4 2024
Masso Torrence Wealth Management Inc. Shares Held: 32.8K ($938K)
Q4 2024
Psi Advisors, LLC Shares Held: 1.35K ($38.5K)

About CWI

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