Institutional shares held 9.34 Million
0 calls
0 puts
Total value of holdings $246M
$0 calls
$0 puts
# of Institutions 34

Latest Institutional Activity in CAPE

Top Purchases

Q1 2024
Capital Investment Advisors, LLC Shares Held: 94.1K ($2.48M)
Q1 2024
Kingswood Wealth Advisors, LLC Shares Held: 12.4K ($327K)
Q4 2023
Ubs Group Ag Shares Held: 2.13M ($56.2M)
Q4 2023
Bank Of Montreal Shares Held: 77.4K ($2.04M)
Q4 2023
Arete Wealth Advisors, LLC Shares Held: 29.9K ($787K)

Top Sells

Q1 2024
Transform Wealth, LLC Shares Held: 86.2K ($2.27M)
Q1 2024
Evensky & Katz LLC Shares Held: 607K ($16M)
Q1 2024
International Assets Investment Management, LLC Shares Held: 81.2K ($2.14M)
Q4 2023
Waddell & Associates, LLC Shares Held: 2M ($52.8M)
Q4 2023
Socha Financial Group, LLC Shares Held: 1.92M ($50.5M)

About CAPE

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