Institutional shares held 187 Million
0 calls
0 puts
Total value of holdings $4.29B
$0 calls
$0 puts
# of Institutions 270


Latest Institutional Activity in CGCP

Top Purchases

Q3 2025
Merit Financial Group, LLC Shares Held: 2.26M ($51.7M)
Q3 2025
Janney Montgomery Scott LLC Shares Held: 3.6M ($82.4M)
Q3 2025
Stonebridge Financial Group, LLC Shares Held: 1.89M ($43.2M)
Q3 2025
Johnson Bixby & Associates, LLC Shares Held: 5.81M ($133M)
Q3 2025
Valmark Advisers, Inc. Shares Held: 533K ($12.2M)

Top Sells

Q3 2025
Commonwealth Equity Services, LLC Shares Held: 3.01M ($68.8M)
Q3 2025
Investment Planning Advisors, Inc. Shares Held: 228K ($5.22M)
Q3 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 1.36M ($31.2M)
Q3 2025
Concurrent Investment Advisors, LLC Shares Held: 291K ($6.64M)
Q3 2025
Advisor Net Financial, Inc Shares Held: 79K ($1.81M)

About CGCP

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