Institutional shares held 376 Million
0 calls
0 puts
Total value of holdings $15.8B
$0 calls
$0 puts
# of Institutions 584


Latest Institutional Activity in CGDV

Top Purchases

Q3 2025
Merit Financial Group, LLC Shares Held: 1.69M ($70.8M)
Q3 2025
Commonwealth Equity Services, LLC Shares Held: 11M ($459M)
Q3 2025
Act Advisors, Llc. Shares Held: 446K ($18.7M)
Q3 2025
Cwm, LLC Shares Held: 2.08M ($87.2M)
Q3 2025
Janney Montgomery Scott LLC Shares Held: 2.69M ($113M)

Top Sells

Q3 2025
Advance Capital Management, Inc. Shares Held: 9.82M ($411M)
Q3 2025
Thurston, Springer, Miller, Herd & Titak, Inc. Shares Held: 4.09K ($172K)
Q3 2025
Continuum Advisory, LLC Shares Held: 894K ($37.5M)
Q3 2025
Code Waechter LLC Shares Held: 288K ($12.1M)
Q3 2025
Swisher Financial Concepts, Inc. Shares Held: 263K ($11M)

About CGDV

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