Institutional shares held 3.4 Million
0 calls
0 puts
Total value of holdings $180M
$0 calls
$0 puts
# of Institutions 63


Latest Institutional Activity in CLOI

Top Purchases

Q2 2024
Gradient Investments LLC Shares Held: 223K ($11.8M)
Q2 2024
Financial Management Network Inc Shares Held: 46.8K ($2.48M)
Q2 2024
True Private Wealth Advisors Shares Held: 47.9K ($2.54M)
Q2 2024
Atria Wealth Solutions, Inc. Shares Held: 26.7K ($1.41M)
Q2 2024
Envestnet Portfolio Solutions, Inc. Shares Held: 26.6K ($1.41M)

Top Sells

Q2 2024
Tcp Asset Management, LLC Shares Held: 12.7K ($671K)
Q2 2024
Adams Wealth Management Shares Held: 22.9K ($1.21M)
Q1 2024
Advisor Group Holdings, Inc. Shares Held: 21.5K ($1.14M)
Q1 2024
Orion Portfolio Solutions, LLC Shares Held: 700K ($37.1M)
Q1 2024
Black Swift Group, LLC Shares Held: 5K ($265K)

About CLOI

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