Institutional shares held 13.8 Million
0 calls
0 puts
Total value of holdings $0
$0 calls
$0 puts
Market Cap N/A
Institutional ownership N/A
# of Institutions 54


Latest Institutional Activity in CARY

Top Purchases

Q1 2025
Janney Montgomery Scott LLC Shares Held: 97.5K ($0)
Q1 2025
Channel Wealth LLC Shares Held: 1.21M ($0)
Q1 2025
Rfg Advisory, LLC Shares Held: 65.7K ($0)
Q1 2025
Vista Investment Partners LLC Shares Held: 9.95K ($0)
Q4 2024
Altfest L J & CO Inc Shares Held: 357K ($0)

Top Sells

Q1 2025
Bay Colony Advisory Group, Inc D Shares Held: 12.9K ($0)
Q1 2025
Farther Finance Advisors, LLC Shares Held: 7.73K ($0)
Q1 2025
Firethorn Wealth Partners, LLC Shares Held: 9.83K ($0)
Q1 2025
Precision Wealth Strategies, LLC Shares Held: 198K ($0)
Q4 2024
Advocacy Wealth Management Services, LLC Shares Held: 1.8M ($0)

About CARY


Insider Transactions at CARY

Insider Transaction List

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Date Insider Transaction Ownership Type Shares Traded Value / Price
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Last 12 Months Summary

Buy / Acquisition
0 Shares
From 0 Insiders
Sell / Disposition
0 Shares
From 0 Insiders

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P - Open market or private purchase×
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F - Payment of exercise price or tax liability×
I - Discretionary transaction×
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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×
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U - Disposition due to a tender of shares in a change of control transaction×
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