Institutional shares held 14.3 Million
0 calls
0 puts
Total value of holdings $480M
$0 calls
$0 puts
# of Institutions 223


Latest Institutional Activity in GWX

Top Purchases

Q1 2025
Envestnet Asset Management Inc Shares Held: 869K ($29.1M)
Q1 2025
Kraft, Davis & Associates, LLC Shares Held: 28.8K ($967K)
Q1 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 478K ($16M)
Q1 2025
Lockerman Financial Group, Inc. Shares Held: 11.3K ($377K)
Q1 2025
Sequoia Financial Advisors, LLC Shares Held: 7.74K ($260K)

Top Sells

Q1 2025
Walkner Condon Financial Advisors LLC Shares Held: 28.8K ($967K)
Q1 2025
Cullen/Frost Bankers, Inc. Shares Held: 283K ($9.51M)
Q1 2025
Aspire Private Capital, LLC Shares Held: 78.1K ($2.62M)
Q1 2025
Carson Allaria Wealth Management, Ltd. Shares Held: 117K ($3.94M)
Q1 2025
Larson Financial Group LLC Shares Held: 13.4K ($449K)

About GWX

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