Institutional shares held 702,313
0 calls
0 puts
Total value of holdings $45.7M
$0 calls
$0 puts
# of Institutions 48


Latest Institutional Activity in CWS

Top Purchases

Q4 2024
Cibc World Market Inc. Shares Held: 109K ($7.11M)
Q4 2024
Merit Financial Group, LLC Shares Held: 16K ($1.04M)
Q4 2024
Trademark Financial Management, LLC Shares Held: 9.23K ($601K)
Q4 2024
D.A. Davidson & Co. Shares Held: 8.09K ($527K)
Q4 2024
Millstone Evans Group, LLC Shares Held: 7.81K ($508K)

Top Sells

Q4 2024
Lpl Financial LLC Shares Held: 116K ($7.54M)
Q4 2024
Arete Wealth Advisors, LLC Shares Held: 4.36K ($284K)
Q4 2024
Koshinski Asset Management, Inc. Shares Held: 6.18K ($402K)
Q4 2024
Envestnet Portfolio Solutions, Inc. Shares Held: 4.22K ($275K)
Q4 2024
Integrated Advisors Network LLC Shares Held: 10.3K ($673K)

About CWS

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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