Institutional shares held 30.4 Million
1.3K calls
200 puts
Total value of holdings $2.39B
$102K calls
$15K puts
# of Institutions 500


Latest Institutional Activity in CWB

Top Purchases

Q3 2024
Assetmark, Inc Shares Held: 2.2M ($174M)
Q3 2024
Howard Capital Management Inc. Shares Held: 376K ($29.6M)
Q3 2024
Act Advisors, Llc. Shares Held: 213K ($16.8M)
Q3 2024
Strategic Investment Advisors Shares Held: 161K ($12.7M)
Q3 2024
Envestnet Asset Management Inc Shares Held: 637K ($50.2M)

Top Sells

Q3 2024
Goldman Sachs Group Inc Shares Held: 599K ($47.2M)
Q3 2024
Dakota Wealth Management Shares Held: 6.45K ($508K)
Q3 2024
Elequin Capital LP Shares Held: 110K ($8.65M)
Q3 2024
Morgan Stanley Shares Held: 1.6M ($126M)
Q3 2024
Bessemer Group Inc Shares Held: 1.14M ($89.7M)

About CWB

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