Institutional shares held 104 Million
0 calls
0 puts
Total value of holdings $2.56B
$0 calls
$0 puts
# of Institutions 277


Latest Institutional Activity in CGXU

Top Purchases

Q1 2025
Sterling Investment Counsel, LLC Shares Held: 647K ($16M)
Q1 2025
Advisor Net Financial, Inc Shares Held: 914K ($22.6M)
Q1 2025
Triangle Securities Wealth Management Shares Held: 203K ($5.02M)
Q1 2025
Swisher Financial Concepts, Inc. Shares Held: 156K ($3.85M)
Q1 2025
Eclectic Associates Inc Shares Held: 1.4M ($34.6M)

Top Sells

Q1 2025
Cushing Capital Partners, LLC Shares Held: 70.2K ($1.74M)
Q1 2025
Consolidated Planning Corp Shares Held: 1.14M ($28.1M)
Q1 2025
Robertson Stephens Wealth Management, LLC Shares Held: 49.4K ($1.22M)
Q1 2025
Cra Financial Services, LLC Shares Held: 13K ($322K)
Q1 2025
Cyndeo Wealth Partners, LLC Shares Held: 126K ($3.1M)

About CGXU

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