Institutional shares held 6.5 Million
0 calls
0 puts
Total value of holdings $379M
$0 calls
$0 puts
# of Institutions 200


Latest Institutional Activity in CGW

Top Purchases

Q3 2024
Conservest Capital Advisors, Inc. Shares Held: 572K ($33.3M)
Q3 2024
Raymond James & Associates Shares Held: 90.2K ($5.25M)
Q3 2024
Koss Olinger Consulting, LLC Shares Held: 59.3K ($3.45M)
Q3 2024
Creative Planning Shares Held: 7.03K ($409K)
Q3 2024
Financial Advocates Investment Management Shares Held: 28.1K ($1.63M)

Top Sells

Q3 2024
Money Design Co.,Ltd. Shares Held: 63.3K ($3.68M)
Q3 2024
Prism Advisors, Inc. Shares Held: 96.2K ($5.6M)
Q3 2024
Concord Wealth Partners Shares Held: 9K ($524K)
Q3 2024
Commonwealth Equity Services, LLC Shares Held: 99.9K ($5.82M)
Q3 2024
Weatherly Asset Management L. P. Shares Held: 451K ($26.2M)

About CGW

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