Institutional shares held 14.4 Million
0 calls
0 puts
Total value of holdings $760M
$0 calls
$0 puts
# of Institutions 166


Latest Institutional Activity in CLOI

Top Purchases

Q3 2025
Wright Fund Management, LLC Shares Held: 265K ($14M)
Q3 2025
Sax Wealth Advisors, LLC Shares Held: 266K ($14.1M)
Q3 2025
Capital Investment Advisors, LLC Shares Held: 1.43M ($75.9M)
Q3 2025
Integras Partners LLC Shares Held: 155K ($8.21M)
Q3 2025
One Ascent Financial Services LLC Shares Held: 24.3K ($1.29M)

Top Sells

Q3 2025
Tcp Asset Management, LLC Shares Held: 11.2K ($591K)
Q3 2025
Castleview Partners, LLC Shares Held: 16.7K ($882K)
Q3 2025
Gradient Investments LLC Shares Held: 265K ($14M)
Q3 2025
Vision Point Advisory Group, LLC Shares Held: 21.4K ($1.13M)
Q3 2025
Beaumont Financial Advisors, LLC Shares Held: 208K ($11M)

About CLOI

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