Institutional shares held 112 Million
0 calls
0 puts
Total value of holdings $2.95B
$0 calls
$0 puts
# of Institutions 284


Latest Institutional Activity in CGXU

Top Purchases

Q1 2025
Lpl Financial LLC Shares Held: 7.15M ($188M)
Q1 2025
Northwestern Mutual Wealth Management CO Shares Held: 7.65M ($202M)
Q1 2025
Morgan Stanley Shares Held: 3.54M ($93.4M)
Q1 2025
Captrust Financial Advisors Shares Held: 10.2M ($268M)
Q1 2025
Congress Wealth Management LLC Shares Held: 588K ($15.5M)

Top Sells

Q1 2025
Jones Financial Companies Lllp Shares Held: 970K ($25.6M)
Q1 2025
Orion Portfolio Solutions, LLC Shares Held: 59.3K ($1.56M)
Q1 2025
Bridgewealth Advisory Group, LLC Shares Held: 51.5K ($1.36M)
Q1 2025
Old Mission Capital LLC Shares Held: 38.5K ($1.01M)
Q1 2025
Commonwealth Equity Services, LLC Shares Held: 3.02M ($79.7M)

About CGXU

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