Cx Institutional Closed Holding Positions

Cx Institutional

  • $2.65 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
RUN
Sunrun Inc.

Technology
Q4 2021 Filed on Jan 18, 2022
10,094
$31.44 - $58.66 $317K - $592K
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
Q4 2021 Filed on Jan 18, 2022
700
$15.63 - $17.17 $10.9K - $12K
WU
Western Union CO

Financial Services
Q4 2021 Filed on Jan 18, 2022
435
$15.82 - $21.29 $6.88K - $9.26K
AAON
Aaon, Inc.

Industrials
Q4 2021 Filed on Jan 18, 2022
179
$66.61 - $83.2 $11.9K - $14.9K
Cyrusone Inc
Q4 2021 Filed on Jan 18, 2022
149
N/A
RDS-A
Shell PLC

Energy
Q4 2021 Filed on Jan 18, 2022
250
$41.59 - $49.44 $10.4K - $12.4K
CHK
Chesapeake Energy Corp

Energy
Q4 2021 Filed on Jan 18, 2022
39
$57.0 - $67.75 $2.22K - $2.64K
NRT
North European Oil Royalty Trust

Energy
Q4 2021 Filed on Jan 18, 2022
2,500
$7.67 - $10.59 $19.2K - $26.5K
BPT
Bp Prudhoe Bay Royalty Trust

Energy
Q4 2021 Filed on Jan 18, 2022
4,000
$3.43 - $4.58 $13.7K - $18.3K
FCVT
First Tr Exchange Traded Fd Iv

ETFs
Q4 2021 Filed on Jan 18, 2022
9,833
$41.36 - $53.89 $407K - $530K
EBS
Emergent Bio Solutions Inc.

Healthcare
Q4 2021 Filed on Jan 18, 2022
8,754
$33.11 - $55.01 $290K - $482K
Sl Green Realty
Q4 2021 Filed on Jan 18, 2022
79
N/A
VSAT
Viasat Inc

Technology
Q4 2021 Filed on Jan 18, 2022
10,863
$42.56 - $67.0 $462K - $728K
IHDG
Wisdomtree Tr

ETFs
Q4 2021 Filed on Jan 18, 2022
28
$42.54 - $45.97 $1.19K - $1.29K
HAE
Haemonetics Corp

Healthcare
Q4 2021 Filed on Jan 18, 2022
8,102
$49.55 - $74.59 $401K - $604K
NWBI
Northwest Bancshares, Inc.

Financial Services
Q4 2021 Filed on Jan 18, 2022
2,000
$13.2 - $14.42 $26.4K - $28.8K
RAMP
Live Ramp Holdings, Inc.

Technology
Q4 2021 Filed on Jan 18, 2022
11,319
$43.78 - $57.24 $496K - $648K
STRA
Strategic Education, Inc.

Consumer Defensive
Q4 2021 Filed on Jan 18, 2022
7,244
$52.85 - $72.92 $383K - $528K
XLG
Invesco Exchange Traded Fd Tr

ETFs
Q4 2021 Filed on Jan 18, 2022
37
$328.66 - $373.09 $12.2K - $13.8K
TREE
Lending Tree, Inc.

Financial Services
Q4 2021 Filed on Jan 18, 2022
2,532
$107.07 - $161.39 $271K - $409K
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
Q4 2021 Filed on Jan 18, 2022
2,500
$12.65 - $15.64 $31.6K - $39.1K
General Electric
Q3 2021 Filed on Nov 10, 2021
15,813
N/A
Alexion Pharm
Q3 2021 Filed on Nov 10, 2021
452
N/A
STLA
Stellantis N.V.

Consumer Cyclical
Q3 2021 Filed on Nov 10, 2021
57
$17.85 - $21.82 $1.02K - $1.24K
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q3 2021 Filed on Nov 10, 2021
10,428
N/A
OSH
Oak Street Health, Inc.

Healthcare
Q3 2021 Filed on Nov 10, 2021
15
$42.53 - $64.54 $638 - $968
CHGG
Chegg, Inc

Consumer Defensive
Q3 2021 Filed on Nov 10, 2021
8
$67.96 - $89.9 $544 - $719
RGA
Reinsurance Group Of America Inc

Financial Services
Q3 2021 Filed on Nov 10, 2021
7
$105.75 - $121.73 $740 - $852
ACC
American Campus Communities Inc

Real Estate
Q3 2021 Filed on Nov 10, 2021
22
$47.24 - $51.99 $1.04K - $1.14K
SKLZ
Skillz Inc.

Communication Services
Q3 2021 Filed on Nov 10, 2021
300
$9.82 - $20.39 $2.95K - $6.12K
Natl Oilwell Var
Q3 2021 Filed on Nov 10, 2021
545
N/A
Apartment Invest
Q3 2021 Filed on Nov 10, 2021
155
N/A
Maxim Integrated
Q3 2021 Filed on Nov 10, 2021
567
N/A
Sl Green Realty
Q3 2021 Filed on Nov 10, 2021
81
N/A
VRM
Vroom, Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 10, 2021
367
$22.07 - $42.98 $8.1K - $15.8K
WIX
Wix.Com Ltd.

Technology
Q3 2021 Filed on Nov 10, 2021
2
$193.88 - $304.71 $388 - $609
RKT
Rocket Companies, Inc.

Financial Services
Q3 2021 Filed on Nov 10, 2021
70
$16.04 - $19.26 $1.12K - $1.35K
EXAS
Exact Sciences Corp

Healthcare
Q3 2021 Filed on Nov 10, 2021
12
$90.24 - $124.05 $1.08K - $1.49K
Quidel Corp
Q3 2021 Filed on Nov 10, 2021
4,659
N/A
Pra Health Scien
Q3 2021 Filed on Nov 10, 2021
68
N/A
APP
App Lovin Corp

Technology
Q3 2021 Filed on Nov 10, 2021
164
$55.88 - $79.47 $9.16K - $13K
WOOF
Petco Health & Wellness Company, Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 10, 2021
361
$19.2 - $22.7 $6.93K - $8.19K
CRSR
Corsair Gaming, Inc.

Technology
Q3 2021 Filed on Nov 10, 2021
233
$25.61 - $32.81 $5.97K - $7.64K
LMND
Lemonade, Inc.

Financial Services
Q3 2021 Filed on Nov 10, 2021
100
$65.67 - $112.75 $6.57K - $11.3K
Apache Corp
Q3 2021 Filed on Nov 10, 2021
689
N/A
Spx Corp
Q3 2021 Filed on Nov 10, 2021
41
N/A
Ishares Gold Trust
Q3 2021 Filed on Nov 10, 2021
147
N/A
Fs Kkr Capital C
Q3 2021 Filed on Nov 10, 2021
13,530
N/A
CQP
Cheniere Energy Partners, L.P.

Energy
Q2 2021 Filed on Aug 04, 2021
16
$39.97 - $44.7 $640 - $715
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