Institutional shares held 965,773
0 calls
0 puts
Total value of holdings $65.7M
$0 calls
$0 puts
# of Institutions 55


Latest Institutional Activity in CWS

Top Purchases

Q3 2025
True Wealth Advisors, LLC Shares Held: 14.9K ($1.01M)
Q3 2025
Merit Financial Group, LLC Shares Held: 16.7K ($1.14M)
Q3 2025
D.A. Davidson & Co. Shares Held: 8.78K ($597K)
Q3 2025
Bay Colony Advisory Group, Inc D Shares Held: 3.5K ($238K)
Q2 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 37.8K ($2.57M)

Top Sells

Q3 2025
Trademark Financial Management, LLC Shares Held: 57.9K ($3.94M)
Q3 2025
Nova Wealth Management, Inc. Shares Held: 8.37K ($569K)
Q3 2025
Kingsman Wealth Management, Inc. Shares Held: 12.9K ($877K)
Q3 2025
Cerity Partners LLC Shares Held: 10.2K ($693K)
Q3 2025
Commonwealth Equity Services, LLC Shares Held: 4.7K ($320K)

About CWS

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