Institutional shares held 14.4 Million
0 calls
0 puts
Total value of holdings $463M
$0 calls
$0 puts
# of Institutions 226


Latest Institutional Activity in GWX

Top Purchases

Q4 2024
Modera Wealth Management, LLC Shares Held: 138K ($4.44M)
Q4 2024
Flow Traders U.S. LLC Shares Held: 106K ($3.43M)
Q4 2024
Envestnet Asset Management Inc Shares Held: 833K ($26.8M)
Q4 2024
Signal Advisors Wealth, LLC Shares Held: 51K ($1.64M)
Q4 2024
Total Clarity Wealth Management, Inc. Shares Held: 42.3K ($1.36M)

Top Sells

Q1 2025
Quent Capital, LLC Shares Held: 10.2K ($330K)
Q4 2024
Jane Street Group, LLC Shares Held: 81.5K ($2.63M)
Q4 2024
Commerce Bank Shares Held: 320K ($10.3M)
Q4 2024
Bank Of Montreal Shares Held: 27K ($870K)
Q4 2024
Northern Trust Corp Shares Held: 49.8K ($1.6M)

About GWX

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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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