Institutional shares held 6.24 Million
0 calls
0 puts
Total value of holdings $342M
$0 calls
$0 puts
# of Institutions 203


Latest Institutional Activity in CGW

Top Purchases

Q4 2024
Park Avenue Securities LLC Shares Held: 19.3K ($1.06M)
Q4 2024
Focus Financial Network, Inc. Shares Held: 44.6K ($2.46M)
Q4 2024
Perigon Wealth Management, LLC Shares Held: 9.45K ($522K)
Q4 2024
Legacy Bridge, LLC Shares Held: 500 ($27.6K)
Q4 2024
Bleakley Financial Group, LLC Shares Held: 66.1K ($3.65M)

Top Sells

Q4 2024
Weatherly Asset Management L. P. Shares Held: 416K ($23M)
Q4 2024
Prism Advisors, Inc. Shares Held: 71.5K ($3.95M)
Q4 2024
Money Design Co.,Ltd. Shares Held: 54.4K ($3.01M)
Q4 2024
Concord Wealth Partners Shares Held: 6.41K ($354K)
Q4 2024
Ameritas Advisory Services, LLC Shares Held: 3.72K ($206K)

About CGW

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