Institutional shares held 6.5 Million
0 calls
0 puts
Total value of holdings $415M
$0 calls
$0 puts
# of Institutions 228


Latest Institutional Activity in CGW

Top Purchases

Q4 2025
Apella Capital, LLC Shares Held: 16.7K ($1.07M)
Q4 2025
Perigon Wealth Management, LLC Shares Held: 18.3K ($1.17M)
Q4 2025
Farther Finance Advisors, LLC Shares Held: 8.55K ($546K)
Q4 2025
Weatherly Asset Management L. P. Shares Held: 403K ($25.7M)
Q4 2025
Wealthcare Advisory Partners LLC Shares Held: 35.7K ($2.28M)

Top Sells

Q4 2025
Prism Advisors, Inc. Shares Held: 21K ($1.34M)
Q4 2025
Baron Financial Group, LLC Shares Held: 84.8K ($5.42M)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 10K ($639K)
Q4 2025
Transcend Capital Advisors, LLC Shares Held: 3.18K ($203K)
Q4 2025
Stratos Wealth Partners, Ltd. Shares Held: 12.3K ($784K)

About CGW

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