Institutional shares held 14.4 Million
0 calls
0 puts
Total value of holdings $463M
$0 calls
$0 puts
# of Institutions 227


Latest Institutional Activity in GWX

Top Purchases

Q1 2025
Park Avenue Securities LLC Shares Held: 211K ($6.81M)
Q1 2025
Lex Aurum Advisors, LLC Shares Held: 6.39K ($206K)
Q1 2025
Signal Advisors Wealth, LLC Shares Held: 54.7K ($1.76M)
Q1 2025
Portside Wealth Group, LLC Shares Held: 18.3K ($591K)
Q1 2025
American National Bank Shares Held: 565 ($18.2K)

Top Sells

Q1 2025
Upper Left Wealth Management, LLC Shares Held: 33.4K ($1.08M)
Q1 2025
Iams Wealth Management, LLC Shares Held: 8K ($258K)
Q1 2025
Outlook Wealth Advisors, LLC Shares Held: 11.5K ($372K)
Q1 2025
Advance Capital Management, Inc. Shares Held: 8.31K ($268K)
Q1 2025
Quent Capital, LLC Shares Held: 10.2K ($330K)

About GWX

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