Institutional shares held 38.2 Million
9.1K calls
67.9K puts
Total value of holdings $3.38B
$805K calls
$6.01M puts
# of Institutions 563


Latest Institutional Activity in CWB

Top Purchases

Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 239K ($21.1M)
Q4 2025
Harbor Investment Advisory, LLC Shares Held: 594 ($52.6K)
Q4 2025
Insight Wealth Strategies, LLC Shares Held: 11.5K ($1.02M)
Q4 2025
Maridea Wealth Management LLC Shares Held: 7.62K ($675K)
Q4 2025
Roxbury Financial LLC Shares Held: 554 ($49K)

Top Sells

Q4 2025
Afg Fiduciary Services Limited Partnership Shares Held: 15.2K ($1.35M)
Q4 2025
Investors Research Corp Shares Held: 13.6K ($1.2M)
Q4 2025
Sagespring Wealth Partners, LLC Shares Held: 5.37K ($475K)
Q4 2025
Old Port Advisors Shares Held: 4.53K ($401K)
Q3 2025
Goldman Sachs Group Inc Shares Held: 584K ($51.6M)

About CWB

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