Institutional shares held 129 Million
0 calls
0 puts
Total value of holdings $0
$0 calls
$0 puts
Market Cap N/A
Institutional ownership N/A
# of Institutions 263


Latest Institutional Activity in CGMU

Top Purchases

Q4 2025
Legacy Private Trust Co. Shares Held: 90.7K ($0)
Q4 2025
Long View Wealth Management Shares Held: 101K ($0)
Q4 2025
Kwb Wealth Shares Held: 37.5K ($0)
Q4 2025
Leverty Financial Group, LLC Shares Held: 72.2K ($0)
Q4 2025
Sar Wealth Management Group, LLC Shares Held: 18K ($0)

Top Sells

Q4 2025
Signet Financial Management, LLC Shares Held: 21K ($0)
Q4 2025
Davenport & CO LLC Shares Held: 13.1K ($0)
Q3 2025
Vestmark Advisory Solutions, Inc. Shares Held: 1.06M ($0)
Q3 2025
Kestra Advisory Services, LLC Shares Held: 124K ($0)
Q3 2025
Jpmorgan Chase & CO Shares Held: 284K ($0)

About CGMU


Insider Transactions at CGMU

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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