Captrust Financial Advisors Boswell Co. J.G. Transaction History
Captrust Financial Advisors
- $38.8 Billion
- Q1 2025
Shares
8 transactions
Others Institutions Holding BWEL
# of Institutions
5Shares Held
14.2KCall Options Held
0Put Options Held
0-
Reik & Co., LLC5.26KShares$2.89 Million0.65% of portfolio
-
American Research & Management Co.4.01KShares$2.21 Million1.01% of portfolio
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Kelly Lawrence W & Associates Inc Pasadena, CA3.45KShares$1.9 Million0.44% of portfolio
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Everett Harris & CO1.43KShares$786,5000.01% of portfolio
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Ancora Advisors, LLC Cleveland, OH13Shares$7,1500.0% of portfolio