Institutional shares held 163 Million
0 calls
0 puts
Total value of holdings $5.65B
$0 calls
$0 puts
# of Institutions 311


Latest Institutional Activity in CGDV

Top Purchases

Q2 2024
Advance Capital Management, Inc. Shares Held: 9.1M ($314M)
Q2 2024
Wealth Enhancement Advisory Services, LLC Shares Held: 1.06M ($36.6M)
Q2 2024
Dynamic Advisor Solutions LLC Shares Held: 171K ($5.91M)
Q2 2024
Cwm, LLC Shares Held: 497K ($17.2M)
Q2 2024
Transform Wealth, LLC Shares Held: 58.2K ($2.01M)

Top Sells

Q2 2024
Arden Trust CO Shares Held: 336K ($11.6M)
Q2 2024
Signature Wealth Management Group Shares Held: 11.6K ($400K)
Q2 2024
Lantz Financial LLC Shares Held: 39.8K ($1.38M)
Q2 2024
Capital Planning LLC Shares Held: 41.9K ($1.45M)
Q1 2024
Capital International Investors Shares Held: 22.3M ($770M)

About CGDV

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