Institutional shares held 135 Million
0 calls
10K puts
Total value of holdings $4.23B
$0 calls
$312K puts
# of Institutions 266


Latest Institutional Activity in CGDV

Top Purchases

Q1 2024
Wiley Bros. Aintree Capital, LLC Shares Held: 535K ($16.7M)
Q1 2024
Procyon Advisors, LLC Shares Held: 110K ($3.45M)
Q1 2024
Cooper Financial Group Shares Held: 54.5K ($1.7M)
Q1 2024
Wealthcare Advisory Partners LLC Shares Held: 110K ($3.44M)
Q1 2024
Wealth Enhancement Advisory Services, LLC Shares Held: 824K ($25.8M)

Top Sells

Q1 2024
Affiance Financial, LLC Shares Held: 85.4K ($2.67M)
Q1 2024
Nbc Securities, Inc. Shares Held: 25.3K ($791K)
Q1 2024
Octavia Wealth Advisors, LLC Shares Held: 10.4K ($325K)
Q1 2024
Wealth Care Investment Partners, LLC Shares Held: 50.1K ($1.57M)
Q4 2023
Capital International Investors Shares Held: 23.5M ($735M)

About CGDV

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