Institutional shares held 50.3 Million
0 calls
0 puts
Total value of holdings $1.79B
$0 calls
$0 puts
# of Institutions 284


Latest Institutional Activity in CWI

Top Purchases

Q4 2025
Farther Finance Advisors, LLC Shares Held: 51.4K ($1.83M)
Q4 2025
Dakota Wealth Management Shares Held: 30.8K ($1.1M)
Q4 2025
Chesley Taft & Associates LLC Shares Held: 64K ($2.28M)
Q4 2025
Friday Financial Shares Held: 260K ($9.27M)
Q4 2025
Hengehold Capital Management LLC Shares Held: 1.18M ($42M)

Top Sells

Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 473K ($16.9M)
Q4 2025
Eastern Bank Shares Held: 63.9K ($2.28M)
Q4 2025
Arcadia Investment Advisors LLC Shares Held: 321K ($11.5M)
Q4 2025
Goelzer Investment Management, Inc. Shares Held: 7.01K ($250K)
Q4 2025
Montecito Bank & Trust Shares Held: 125K ($4.46M)

About CWI

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