Institutional shares held 47.6 Million
42.5K calls
47.1K puts
Total value of holdings $1.4B
$1.25M calls
$1.39M puts
# of Institutions 263


Latest Institutional Activity in CWI

Top Purchases

Q1 2025
Wealth Alliance Advisory Group, LLC Shares Held: 463K ($14M)
Q1 2025
Mirae Asset Global Investments Co., Ltd. Shares Held: 424K ($12.8M)
Q1 2025
Atlas Private Wealth Advisors Shares Held: 544K ($16.4M)
Q1 2025
Cwc Advisors, Llc. Shares Held: 125K ($3.78M)
Q1 2025
3 Chopt Investment Partners, LLC Shares Held: 22.7K ($684K)

Top Sells

Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 599K ($18.1M)
Q1 2025
Wela Strategies, Inc. Shares Held: 23.8K ($719K)
Q1 2025
Cliftonlarsonallen Wealth Advisors, LLC Shares Held: 1.19M ($35.8M)
Q1 2025
Iag Wealth Partners, LLC Shares Held: 316K ($9.52M)
Q1 2025
Sequoia Financial Advisors, LLC Shares Held: 527K ($15.9M)

About CWI

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