Institutional shares held 323 Million
200 calls
14.3K puts
Total value of holdings $12.2B
$7K calls
$539K puts
# of Institutions 518


Latest Institutional Activity in CGDV

Top Purchases

Q1 2025
Lpl Financial LLC Shares Held: 29.5M ($1.11B)
Q1 2025
Envestnet Asset Management Inc Shares Held: 15.2M ($573M)
Q1 2025
Morgan Stanley Shares Held: 11.4M ($429M)
Q1 2025
D.A. Davidson & Co. Shares Held: 3.24M ($122M)
Q1 2025
Jones Financial Companies Lllp Shares Held: 3.96M ($149M)

Top Sells

Q1 2025
Advisory Services Network, LLC Shares Held: 140K ($5.28M)
Q1 2025
Fin Dec Wealth Services, Inc. Shares Held: 42.8K ($1.61M)
Q1 2025
Financial Services Advisory Inc Shares Held: 263K ($9.91M)
Q1 2025
Atlas Legacy Advisors, LLC Shares Held: 54.1K ($2.04M)
Q1 2025
Old Mission Capital LLC Shares Held: 144K ($5.42M)

About CGDV

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