Institutional shares held 1 Million
0 calls
0 puts
Total value of holdings $67.4M
$0 calls
$0 puts
# of Institutions 58


Latest Institutional Activity in CWS

Top Purchases

Q3 2025
Raymond James Financial Inc Shares Held: 29.1K ($1.96M)
Q3 2025
Cetera Investment Advisers Shares Held: 62.7K ($4.22M)
Q3 2025
Thrivent Financial For Lutherans Shares Held: 11.5K ($774K)
Q3 2025
Beacon Pointe Advisors, LLC Shares Held: 6.55K ($441K)
Q3 2025
Kestra Advisory Services, LLC Shares Held: 92.1K ($6.2M)

Top Sells

Q3 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 4.3K ($289K)
Q3 2025
Advisor Group Holdings, Inc. Shares Held: 119K ($8M)
Q3 2025
Trademark Financial Management, LLC Shares Held: 57.9K ($3.9M)
Q3 2025
Nova Wealth Management, Inc. Shares Held: 8.37K ($563K)
Q3 2025
Old Mission Capital LLC Shares Held: 3.09K ($208K)

About CWS

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