Institutional shares held 14 Million
0 calls
0 puts
Total value of holdings $519M
$0 calls
$0 puts
# of Institutions 226


Latest Institutional Activity in GWX

Top Purchases

Q2 2025
Discipline Wealth Solutions, LLC Shares Held: 8.13K ($301K)
Q2 2025
Apella Capital, LLC Shares Held: 6.48K ($240K)
Q2 2025
Advance Capital Management, Inc. Shares Held: 8.32K ($308K)
Q1 2025
Austin Private Wealth, LLC Shares Held: 123K ($4.57M)
Q1 2025
Lpl Financial LLC Shares Held: 1.12M ($41.4M)

Top Sells

Q2 2025
Upper Left Wealth Management, LLC Shares Held: 31K ($1.15M)
Q2 2025
Boston Standard Wealth Management, LLC Shares Held: 10K ($371K)
Q1 2025
Trilogy Capital Inc. Shares Held: 22.1K ($819K)
Q1 2025
Walkner Condon Financial Advisors LLC Shares Held: 28.8K ($1.07M)
Q1 2025
Bank Of America Corp Shares Held: 605K ($22.4M)

About GWX

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