Institutional shares held 11.6 Million
0 calls
0 puts
Total value of holdings $0
$0 calls
$0 puts
Market Cap N/A
Institutional ownership N/A
# of Institutions 44


Latest Institutional Activity in CARY

Top Purchases

Q3 2024
Wells Fargo & Company Shares Held: 718K ($0)
Q3 2024
Arkadios Wealth Advisors Shares Held: 2.03M ($0)
Q3 2024
Ubs Group Ag Shares Held: 308K ($0)
Q3 2024
Channel Wealth LLC Shares Held: 1.07M ($0)
Q3 2024
Baird Financial Group, Inc. Shares Held: 547K ($0)

Top Sells

Q3 2024
Axxcess Wealth Management, LLC Shares Held: 328K ($0)
Q3 2024
Advocacy Wealth Management Services, LLC Shares Held: 1.86M ($0)
Q3 2024
Crescent Grove Advisors, LLC Shares Held: 505K ($0)
Q3 2024
Stifel Financial Corp Shares Held: 168K ($0)
Q3 2024
Transamerica Financial Advisors, Inc. Shares Held: 83.6K ($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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