Institutional shares held 46.6 Million
12.2K calls
0 puts
Total value of holdings $1.55B
$404K calls
$0 puts
# of Institutions 268


Latest Institutional Activity in CWI

Top Purchases

Q2 2025
Pitcairn CO Shares Held: 742K ($24.6M)
Q2 2025
Jacobi Capital Management LLC Shares Held: 584K ($19.4M)
Q2 2025
Avantax Planning Partners, Inc. Shares Held: 2.39M ($79.4M)
Q2 2025
3 Edge Asset Management, LP Shares Held: 456K ($15.1M)
Q2 2025
Bank Of America Corp Shares Held: 7.86M ($261M)

Top Sells

Q2 2025
High Tower Advisors, LLC Shares Held: 1.65M ($54.8M)
Q2 2025
Morgan Stanley Shares Held: 612K ($20.3M)
Q2 2025
Captrust Financial Advisors Shares Held: 166K ($5.5M)
Q2 2025
Wells Fargo & Company Shares Held: 174K ($5.79M)
Q2 2025
Goldman Sachs Group Inc Shares Held: 24.1K ($800K)

About CWI

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