Institutional shares held 6.53 Million
0 calls
0 puts
Total value of holdings $417M
$0 calls
$0 puts
# of Institutions 226


Latest Institutional Activity in CGW

Top Purchases

Q4 2025
Perigon Wealth Management, LLC Shares Held: 18.3K ($1.17M)
Q4 2025
Weatherly Asset Management L. P. Shares Held: 403K ($25.7M)
Q4 2025
Wealthcare Advisory Partners LLC Shares Held: 35.7K ($2.28M)
Q4 2025
Wolff Wiese Magana LLC Shares Held: 156 ($9.97K)
Q4 2025
Allodium Investment Consultants, LLC Shares Held: 16.4K ($1.05M)

Top Sells

Q4 2025
Baron Financial Group, LLC Shares Held: 84.8K ($5.42M)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 10K ($639K)
Q3 2025
Ewg Elevate Inc. Shares Held: 3.8K ($243K)
Q3 2025
First Affirmative Financial Network Shares Held: 11.5K ($732K)
Q3 2025
Ubs Group Ag Shares Held: 498K ($31.8M)

About CGW

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