Institutional shares held 188 Million
0 calls
0 puts
Total value of holdings $4.28B
$0 calls
$0 puts
# of Institutions 272


Latest Institutional Activity in CGCP

Top Purchases

Q3 2025
Merit Financial Group, LLC Shares Held: 2.26M ($51.3M)
Q3 2025
Janney Montgomery Scott LLC Shares Held: 3.6M ($81.8M)
Q3 2025
Jones Financial Companies Lllp Shares Held: 2.25M ($51.1M)
Q3 2025
Stonebridge Financial Group, LLC Shares Held: 1.89M ($42.9M)
Q3 2025
Adamsbrown Wealth Consultants LLC Shares Held: 1.46M ($33.1M)

Top Sells

Q3 2025
Commonwealth Equity Services, LLC Shares Held: 3.01M ($68.3M)
Q3 2025
Investment Planning Advisors, Inc. Shares Held: 228K ($5.18M)
Q3 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 1.36M ($31M)
Q3 2025
Concurrent Investment Advisors, LLC Shares Held: 291K ($6.6M)
Q3 2025
Advisor Net Financial, Inc Shares Held: 79K ($1.79M)

About CGCP

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