Institutional shares held 6.58 Million
0 calls
0 puts
Total value of holdings $388M
$0 calls
$0 puts
# of Institutions 197

Latest Institutional Activity in CGW

Top Purchases

Q2 2024
Lynx Investment Advisory Shares Held: 47K ($2.77M)
Q2 2024
Park Avenue Securities LLC Shares Held: 17.6K ($1.04M)
Q2 2024
Salem Investment Counselors Inc Shares Held: 1.82K ($107K)
Q2 2024
Mather Group, Llc. Shares Held: 886 ($52.2K)
Q2 2024
Peoples Bank/Ks Shares Held: 170 ($10K)

Top Sells

Q2 2024
Prism Advisors, Inc. Shares Held: 103K ($6.07M)
Q2 2024
Fiduciary Alliance LLC Shares Held: 10.4K ($615K)
Q2 2024
Simplicity Wealth,Llc Shares Held: 67.3K ($3.97M)
Q2 2024
First Affirmative Financial Network Shares Held: 38.3K ($2.26M)
Q2 2024
Key Client Fiduciary Advisors, LLC Shares Held: 6.73K ($397K)

About CGW

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