Institutional shares held 14 Million
0 calls
0 puts
Total value of holdings $501M
$0 calls
$0 puts
# of Institutions 224


Latest Institutional Activity in GWX

Top Purchases

Q1 2025
Austin Private Wealth, LLC Shares Held: 123K ($4.41M)
Q1 2025
Lpl Financial LLC Shares Held: 1.12M ($39.9M)
Q1 2025
Goldman Sachs Group Inc Shares Held: 36.5K ($1.3M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 869K ($31M)
Q1 2025
Kraft, Davis & Associates, LLC Shares Held: 28.8K ($1.03M)

Top Sells

Q1 2025
Trilogy Capital Inc. Shares Held: 22.1K ($790K)
Q1 2025
Walkner Condon Financial Advisors LLC Shares Held: 28.8K ($1.03M)
Q1 2025
Bank Of America Corp Shares Held: 605K ($21.6M)
Q1 2025
Geo Wealth Management, LLC Shares Held: 16.9K ($602K)
Q1 2025
Commerce Bank Shares Held: 256K ($9.16M)

About GWX

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