Institutional shares held 14 Million
0 calls
0 puts
Total value of holdings $554M
$0 calls
$0 puts
# of Institutions 243


Latest Institutional Activity in GWX

Top Purchases

Q3 2025
Bryn Mawr Trust CO Shares Held: 528K ($20.9M)
Q3 2025
Envestnet Asset Management Inc Shares Held: 863K ($34.1M)
Q3 2025
Camelot Technology Advisors, Inc. Shares Held: 16.1K ($638K)
Q3 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 527K ($20.8M)
Q3 2025
Belpointe Asset Management LLC Shares Held: 15.4K ($610K)

Top Sells

Q3 2025
Cerity Partners LLC Shares Held: 177K ($7M)
Q3 2025
Simplicity Wealth,Llc Shares Held: 30.4K ($1.2M)
Q3 2025
Townsquare Capital LLC Shares Held: 17.2K ($679K)
Q3 2025
N.E.W. Advisory Services LLC Shares Held: 192K ($7.57M)
Q3 2025
Savant Capital, LLC Shares Held: 346K ($13.7M)

About GWX

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