Institutional shares held 30.4 Million
1.3K calls
200 puts
Total value of holdings $2.45B
$104K calls
$16K puts
# of Institutions 506


Latest Institutional Activity in CWB

Top Purchases

Q4 2024
Financial & Tax Architects, LLC Shares Held: 117K ($9.44M)
Q4 2024
Lifestyle Asset Management, Inc. Shares Held: 101K ($8.12M)
Q4 2024
Fsc Wealth Advisors, LLC Shares Held: 125K ($10.1M)
Q4 2024
Ameritas Advisory Services, LLC Shares Held: 67.3K ($5.41M)
Q4 2024
Synergy Asset Management, LLC Shares Held: 62.6K ($5.04M)

Top Sells

Q4 2024
Fulton Breakefield Broenniman LLC Shares Held: 51.3K ($4.13M)
Q4 2024
Act Advisors, Llc. Shares Held: 98.1K ($7.89M)
Q4 2024
Petix & Botte CO Shares Held: 106K ($8.54M)
Q4 2024
Wealth Management Resources, Inc. Shares Held: 9.4K ($756K)
Q4 2024
Montecito Bank & Trust Shares Held: 26.2K ($2.11M)

About CWB

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