Institutional shares held 1.01 Million
0 calls
0 puts
Total value of holdings $68.1M
$0 calls
$0 puts
# of Institutions 57


Latest Institutional Activity in CWS

Top Purchases

Q4 2025
United Advisor Group, LLC Shares Held: 20K ($1.35M)
Q3 2025
Raymond James Financial Inc Shares Held: 29.1K ($1.96M)
Q3 2025
Cetera Investment Advisers Shares Held: 62.7K ($4.22M)
Q3 2025
Thrivent Financial For Lutherans Shares Held: 11.5K ($774K)
Q3 2025
Beacon Pointe Advisors, LLC Shares Held: 6.55K ($441K)

Top Sells

Q4 2025
Trademark Financial Management, LLC Shares Held: 29.8K ($2M)
Q4 2025
Merit Financial Group, LLC Shares Held: 8.82K ($594K)
Q4 2025
Nova Wealth Management, Inc. Shares Held: 7.75K ($522K)
Q4 2025
True Wealth Advisors, LLC Shares Held: 14.8K ($996K)
Q4 2025
Assetmark, Inc Shares Held: 280 ($18.8K)

About CWS

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