Institutional shares held 422 Million
0 calls
8.7K puts
Total value of holdings $18.1B
$0 calls
$373K puts
# of Institutions 622


Latest Institutional Activity in CGDV

Top Purchases

Q4 2025
Iam Advisory, LLC Shares Held: 1.43M ($61.2M)
Q4 2025
Teamwork Financial Advisors, LLC Shares Held: 545K ($23.4M)
Q4 2025
Melone Private Wealth, LLC Shares Held: 320K ($13.7M)
Q4 2025
Advance Capital Management, Inc. Shares Held: 10.1M ($431M)
Q4 2025
Kwb Wealth Shares Held: 502K ($21.5M)

Top Sells

Q4 2025
Everpar Advisors LLC Shares Held: 55.9K ($2.4M)
Q4 2025
Dynamic Advisor Solutions LLC Shares Held: 88.8K ($3.81M)
Q4 2025
Cooper Financial Group Shares Held: 71.6K ($3.07M)
Q4 2025
First Heartland Consultants, Inc. Shares Held: 317K ($13.6M)
Q4 2025
Aurdan Capital Management, LLC Shares Held: 135K ($5.81M)

About CGDV

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