Institutional shares held 47.5 Million
0 calls
0 puts
Total value of holdings $2.73B
$0 calls
$0 puts
# of Institutions 350


Latest Institutional Activity in CMF

Top Purchases

Q3 2025
Wedmont Private Capital Shares Held: 143K ($8.23M)
Q3 2025
Facet Wealth, Inc. Shares Held: 1.39M ($80.1M)
Q3 2025
Bailard, Inc. Shares Held: 1.43M ($82.5M)
Q3 2025
Cliftonlarsonallen Wealth Advisors, LLC Shares Held: 147K ($8.46M)
Q3 2025
Stonehage Fleming Financial Services Holdings LTD Shares Held: 100K ($5.77M)

Top Sells

Q3 2025
Miracle Mile Advisors, LLC Shares Held: 12K ($692K)
Q3 2025
Commonwealth Equity Services, LLC Shares Held: 116K ($6.68M)
Q3 2025
Slow Capital, Inc. Shares Held: 232K ($13.3M)
Q3 2025
Bank Of Stockton Shares Held: 48.3K ($2.78M)
Q3 2025
Orin Green Financial, LLC Shares Held: 325K ($18.7M)

About CMF

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