Institutional shares held 14.2 Million
0 calls
1.1K puts
Total value of holdings $563M
$0 calls
$43K puts
# of Institutions 252


Latest Institutional Activity in GWX

Top Purchases

Q4 2025
Park Avenue Securities LLC Shares Held: 232K ($9.22M)
Q4 2025
Signal Advisors Wealth, LLC Shares Held: 56.8K ($2.26M)
Q4 2025
Camelot Technology Advisors, Inc. Shares Held: 19.4K ($774K)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 23.4K ($930K)
Q4 2025
Jfs Wealth Advisors, LLC Shares Held: 2.45K ($97.6K)

Top Sells

Q4 2025
Wealthcare Advisory Partners LLC Shares Held: 51.4K ($2.05M)
Q4 2025
Spire Wealth Management Shares Held: 29.2K ($1.16M)
Q4 2025
Advance Capital Management, Inc. Shares Held: 7.17K ($285K)
Q4 2025
Boston Standard Wealth Management, LLC Shares Held: 9.16K ($364K)
Q4 2025
Moisand Fitzgerald Tamayo, LLC Shares Held: 2.63K ($105K)

About GWX

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