Institutional shares held 141 Million
0 calls
0 puts
Total value of holdings $3.12B
$0 calls
$0 puts
# of Institutions 248


Latest Institutional Activity in CGCP

Top Purchases

Q1 2025
Janney Montgomery Scott LLC Shares Held: 2.66M ($58.9M)
Q1 2025
Aa Financial Advisors, LLC Shares Held: 753K ($16.6M)
Q1 2025
St Germain D J CO Inc Shares Held: 1.11M ($24.6M)
Q1 2025
Swisher Financial Concepts, Inc. Shares Held: 256K ($5.66M)
Q1 2025
Nav Point Financial, Inc. Shares Held: 387K ($8.56M)

Top Sells

Q1 2025
Kera Capital Partners, Inc. Shares Held: 249K ($5.51M)
Q1 2025
Advisory Alpha, LLC Shares Held: 47.8K ($1.06M)
Q1 2025
True Wealth Advisors, LLC Shares Held: 42.9K ($947K)
Q1 2025
Kmg Fiduciary Partners, LLC Shares Held: 69.4K ($1.53M)
Q1 2025
Breakwater Capital Group Shares Held: 12.7K ($280K)

About CGCP

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