Institutional shares held 8.68 Million
0 calls
0 puts
Total value of holdings $197M
$0 calls
$0 puts
# of Institutions 50


Latest Institutional Activity in CDX

Top Purchases

Q3 2025
Insight Wealth Strategies, LLC Shares Held: 515K ($11.7M)
Q3 2025
Fifth Third Securities, Inc. Shares Held: 115K ($2.63M)
Q3 2025
Park Edge Advisors, LLC Shares Held: 719K ($16.4M)
Q3 2025
Whalen Wealth Management Inc. Shares Held: 102K ($2.33M)
Q3 2025
Bay Bridge Capital Group, LLC Shares Held: 9.54K ($218K)

Top Sells

Q2 2025
Prime Capital Investment Advisors, LLC Shares Held: 278K ($6.33M)
Q2 2025
Summit Financial, LLC Shares Held: 116K ($2.65M)
Q2 2025
Brinker Capital Investments, LLC Shares Held: 22.2K ($506K)
Q2 2025
Napa Wealth Management Shares Held: 21.9K ($500K)
Q1 2025
Jones Financial Companies Lllp Shares Held: 482 ($11K)

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