Institutional shares held 47 Million
42.5K calls
47.1K puts
Total value of holdings $1.4B
$1.27M calls
$1.4M puts
# of Institutions 261


Latest Institutional Activity in CWI

Top Purchases

Q1 2025
Wealth Alliance Advisory Group, LLC Shares Held: 463K ($13.8M)
Q1 2025
Atlas Private Wealth Advisors Shares Held: 544K ($16.2M)
Q1 2025
Opal Wealth Advisors, LLC Shares Held: 133K ($3.97M)
Q1 2025
Simplicity Wealth,Llc Shares Held: 12K ($357K)
Q1 2025
Kc Investment Advisors, LLC Shares Held: 6.98K ($208K)

Top Sells

Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 599K ($17.8M)
Q1 2025
Wela Strategies, Inc. Shares Held: 23.8K ($710K)
Q1 2025
Cliftonlarsonallen Wealth Advisors, LLC Shares Held: 1.19M ($35.4M)
Q1 2025
Iag Wealth Partners, LLC Shares Held: 316K ($9.4M)
Q1 2025
Gamma Investing LLC Shares Held: 374 ($11.1K)

About CWI

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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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