Institutional shares held 31.5 Million
16.4K calls
9.8K puts
Total value of holdings $2.29B
$1.19M calls
$713K puts
# of Institutions 503


Latest Institutional Activity in CWB

Top Purchases

Q2 2024
Wealth Enhancement Advisory Services, LLC Shares Held: 218K ($15.9M)
Q2 2024
Raymond James Financial Services Advisors, Inc. Shares Held: 190K ($13.8M)
Q2 2024
Foresight Capital Management Advisors, Inc. Shares Held: 34.9K ($2.54M)
Q2 2024
Xml Financial, LLC Shares Held: 201K ($14.6M)
Q2 2024
Kingswood Wealth Advisors, LLC Shares Held: 12.4K ($903K)

Top Sells

Q2 2024
Cwm, LLC Shares Held: 17.2K ($1.25M)
Q2 2024
St Germain D J CO Inc Shares Held: 152K ($11.1M)
Q2 2024
True Private Wealth Advisors Shares Held: 4.3K ($313K)
Q2 2024
Dakota Wealth Management Shares Held: 268K ($19.5M)
Q2 2024
Allworth Financial LP Shares Held: 76.9K ($5.59M)

About CWB

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