Institutional shares held 166 Million
0 calls
0 puts
Total value of holdings $5.73B
$0 calls
$0 puts
# of Institutions 315


Latest Institutional Activity in CGDV

Top Purchases

Q2 2024
Advance Capital Management, Inc. Shares Held: 9.1M ($315M)
Q2 2024
Raymond James & Associates Shares Held: 5.55M ($192M)
Q2 2024
Raymond James Financial Services Advisors, Inc. Shares Held: 9M ($311M)
Q2 2024
Cambridge Investment Research Advisors, Inc. Shares Held: 3.5M ($121M)
Q2 2024
Wealth Enhancement Advisory Services, LLC Shares Held: 1.06M ($36.6M)

Top Sells

Q2 2024
Arden Trust CO Shares Held: 336K ($11.6M)
Q2 2024
Cary Street Partners Investment Advisory LLC Shares Held: 488K ($16.9M)
Q2 2024
Ergawealth Advisors, Inc. Shares Held: 469K ($16.2M)
Q2 2024
Holistic Planning, LLC Shares Held: 121K ($4.18M)
Q2 2024
Private Trust CO Na Shares Held: 16.9K ($585K)

About CGDV

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