Institutional shares held 325 Million
200 calls
14.3K puts
Total value of holdings $13.1B
$8K calls
$574K puts
# of Institutions 526


Latest Institutional Activity in CGDV

Top Purchases

Q2 2025
Park National Corp Shares Held: 861K ($34.6M)
Q2 2025
Capital Advantage, Inc. Shares Held: 518K ($20.8M)
Q2 2025
Iam Advisory, LLC Shares Held: 480K ($19.3M)
Q2 2025
Bouvel Investment Partners, LLC Shares Held: 270K ($10.8M)
Q2 2025
Pallas Capital Advisors LLC Shares Held: 164K ($6.58M)

Top Sells

Q2 2025
Advance Capital Management, Inc. Shares Held: 12.2M ($490M)
Q2 2025
Trinity Wealth Management, LLC Shares Held: 35K ($1.4M)
Q2 2025
Dynamic Advisor Solutions LLC Shares Held: 149K ($6.01M)
Q2 2025
Long View Wealth Management Shares Held: 138K ($5.56M)
Q2 2025
Brendel Financial Advisors LLC Shares Held: 14.9K ($598K)

About CGDV

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