Institutional shares held 22 Million
0 calls
0 puts
Total value of holdings $0
$0 calls
$0 puts
Market Cap N/A
Institutional ownership N/A
# of Institutions 74


Latest Institutional Activity in CARY

Top Purchases

Q3 2025
Arkadios Wealth Advisors Shares Held: 2.91M ($0)
Q3 2025
Beacon Capital Management, Inc. Shares Held: 539K ($0)
Q3 2025
Sonoma Allocations LLC Shares Held: 116K ($0)
Q3 2025
Legacy Cg, LLC Shares Held: 363K ($0)
Q3 2025
Channel Wealth LLC Shares Held: 1.08M ($0)

Top Sells

Q3 2025
Janney Montgomery Scott LLC Shares Held: 54.4K ($0)
Q3 2025
Sage Mountain Advisors LLC Shares Held: 40.3K ($0)
Q2 2025
Crescent Grove Advisors, LLC Shares Held: 522K ($0)
Q2 2025
Citadel Advisors LLC Shares Held: 18.5K ($0)
Q2 2025
Baird Financial Group, Inc. Shares Held: 559K ($0)

About CARY


Insider Transactions at CARY

Insider Transaction List

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Date Insider Transaction Ownership Type Shares Traded Value / Price
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Last 12 Months Summary

Buy / Acquisition
0 Shares
From 0 Insiders
Sell / Disposition
0 Shares
From 0 Insiders

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