Institutional shares held 279 Million
3K calls
400 puts
Total value of holdings $9.45B
$101K calls
$13K puts
# of Institutions 483


Latest Institutional Activity in CGDV

Top Purchases

Q1 2025
Advance Capital Management, Inc. Shares Held: 12.7M ($443M)
Q1 2025
Avaii Wealth Management, LLC Shares Held: 599K ($20.8M)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 5.01M ($174M)
Q1 2025
Confluence Wealth Services, Inc. Shares Held: 5.09M ($177M)
Q1 2025
Aa Financial Advisors, LLC Shares Held: 626K ($21.7M)

Top Sells

Q1 2025
Merit Financial Group, LLC Shares Held: 228K ($7.91M)
Q1 2025
Wj Wealth Management, LLC Shares Held: 478K ($16.6M)
Q1 2025
Reuter James Wealth Management, LLC Shares Held: 299K ($10.4M)
Q1 2025
Johnson Bixby & Associates, LLC Shares Held: 1.92M ($66.7M)
Q1 2025
Clg LLC Shares Held: 87.6K ($3.04M)

About CGDV

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