Institutional shares held 51.5 Million
0 calls
0 puts
Total value of holdings $1.84B
$0 calls
$0 puts
# of Institutions 288


Latest Institutional Activity in CWI

Top Purchases

Q4 2025
Mirae Asset Global Investments Co., Ltd. Shares Held: 1.24M ($44.1M)
Q4 2025
Merit Financial Group, LLC Shares Held: 3.19M ($114M)
Q4 2025
Farther Finance Advisors, LLC Shares Held: 51.4K ($1.83M)
Q4 2025
Lodestar Private Asset Management LLC Shares Held: 834K ($29.7M)
Q4 2025
Dakota Wealth Management Shares Held: 30.8K ($1.1M)

Top Sells

Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 473K ($16.9M)
Q4 2025
Eastern Bank Shares Held: 63.9K ($2.28M)
Q4 2025
Arcadia Investment Advisors LLC Shares Held: 321K ($11.5M)
Q4 2025
Courage Miller Partners, LLC Shares Held: 189K ($6.74M)
Q4 2025
Sterling Group Wealth Management, LLC Shares Held: 156K ($5.57M)

About CWI

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