Institutional shares held 230 Million
0 calls
6.01K puts
Total value of holdings $8.44B
$0 calls
$220K puts
# of Institutions 424


Latest Institutional Activity in CGDV

Top Purchases

Q4 2024
Confluence Wealth Services, Inc. Shares Held: 4.71M ($173M)
Q4 2024
Kera Capital Partners, Inc. Shares Held: 315K ($11.6M)
Q4 2024
Atlas Legacy Advisors, LLC Shares Held: 287K ($10.5M)
Q4 2024
Ridgeline Wealth Planning, LLC Shares Held: 233K ($8.56M)
Q4 2024
Truist Financial Corp Shares Held: 1.03M ($37.7M)

Top Sells

Q4 2024
International Assets Investment Management, LLC Shares Held: 18K ($662K)
Q4 2024
Main Line Retirement Advisors, LLC Shares Held: 57.1K ($2.1M)
Q4 2024
Strategic Financial Concepts, LLC Shares Held: 7.31K ($269K)
Q4 2024
Nbc Securities, Inc. Shares Held: 58 ($2.13K)
Q4 2024
Atria Wealth Solutions, Inc. Shares Held: 855K ($31.4M)

About CGDV

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