Institutional shares held 36.8 Million
0 calls
0 puts
Total value of holdings $1.34B
$0 calls
$0 puts
# of Institutions 217


Latest Institutional Activity in GCOW

Top Purchases

Q1 2025
Convergence Financial, LLC Shares Held: 100K ($3.68M)
Q1 2025
Brookstone Capital Management Shares Held: 35.5K ($1.31M)
Q1 2025
Jbr CO Financial Management Inc Shares Held: 24.2K ($892K)
Q1 2025
Advisor Resource Council Shares Held: 11K ($406K)
Q1 2025
Bxm Wealth LLC Shares Held: 9.12K ($336K)

Top Sells

Q1 2025
Janney Montgomery Scott LLC Shares Held: 616K ($22.7M)
Q1 2025
Stratos Wealth Partners, Ltd. Shares Held: 27K ($995K)
Q1 2025
Oregon Pacific Wealth Management, LLC Shares Held: 16.1K ($593K)
Q1 2025
Sovran Advisors, LLC Shares Held: 10.9K ($402K)
Q1 2025
Clear Creek Financial Management, LLC Shares Held: 19.3K ($710K)

About GCOW

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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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