Institutional shares held 14 Million
0 calls
0 puts
Total value of holdings $563M
$0 calls
$0 puts
# of Institutions 242


Latest Institutional Activity in GWX

Top Purchases

Q3 2025
Bryn Mawr Trust CO Shares Held: 528K ($21.2M)
Q3 2025
Camelot Technology Advisors, Inc. Shares Held: 16.1K ($650K)
Q3 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 527K ($21.2M)
Q3 2025
Belpointe Asset Management LLC Shares Held: 15.4K ($621K)
Q3 2025
Sequoia Financial Advisors, LLC Shares Held: 7.74K ($312K)

Top Sells

Q3 2025
Cerity Partners LLC Shares Held: 177K ($7.13M)
Q3 2025
Simplicity Wealth,Llc Shares Held: 30.4K ($1.22M)
Q3 2025
Townsquare Capital LLC Shares Held: 17.2K ($692K)
Q3 2025
N.E.W. Advisory Services LLC Shares Held: 192K ($7.71M)
Q3 2025
Cullen/Frost Bankers, Inc. Shares Held: 222K ($8.93M)

About GWX

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