Institutional shares held 60.6 Million
0 calls
0 puts
Total value of holdings $1.49B
$0 calls
$0 puts
# of Institutions 184


Latest Institutional Activity in CGXU

Top Purchases

Q4 2023
Captrust Financial Advisors Shares Held: 7.24M ($178M)
Q4 2023
Northwestern Mutual Wealth Management CO Shares Held: 4.89M ($120M)
Q4 2023
Lpl Financial LLC Shares Held: 1.59M ($39.3M)
Q4 2023
Confluence Wealth Services, Inc. Shares Held: 865K ($21.3M)
Q4 2023
Cerity Partners LLC Shares Held: 551K ($13.6M)

Top Sells

Q4 2023
Koshinski Asset Management, Inc. Shares Held: 13K ($320K)
Q4 2023
International Assets Investment Management, LLC Shares Held: 16.5K ($408K)
Q4 2023
Advisor Group Holdings, Inc. Shares Held: 1.15M ($28.4M)
Q4 2023
Stifel Financial Corp Shares Held: 1.1M ($27.1M)
Q4 2023
Riverview Capital Advisers, LLC Shares Held: 177K ($4.37M)

About CGXU

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