Institutional shares held 46.5 Million
12.2K calls
0 puts
Total value of holdings $1.64B
$430K calls
$0 puts
# of Institutions 269


Latest Institutional Activity in CWI

Top Purchases

Q3 2025
Hengehold Capital Management LLC Shares Held: 1.16M ($40.9M)
Q3 2025
Chesley Taft & Associates LLC Shares Held: 34.7K ($1.23M)
Q3 2025
Vestia Personal Wealth Advisors Shares Held: 13.6K ($480K)
Q3 2025
Cwm, LLC Shares Held: 11.4K ($403K)
Q3 2025
Sterling Group Wealth Management, LLC Shares Held: 161K ($5.69M)

Top Sells

Q3 2025
Arcadia Investment Advisors LLC Shares Held: 329K ($11.6M)
Q3 2025
Globalt Investments LLC / Ga Shares Held: 1.42M ($50M)
Q3 2025
Cliftonlarsonallen Wealth Advisors, LLC Shares Held: 1.13M ($39.9M)
Q3 2025
Brady Martz Wealth Solutions, LLC Shares Held: 179K ($6.32M)
Q3 2025
Investors Research Corp Shares Held: 863 ($30.5K)

About CWI

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