Institutional shares held 272 Million
3K calls
400 puts
Total value of holdings $10.1B
$111K calls
$14K puts
# of Institutions 459


Latest Institutional Activity in CGDV

Top Purchases

Q4 2024
Raymond James Financial Inc Shares Held: 17.1M ($637M)
Q4 2024
Lpl Financial LLC Shares Held: 22M ($821M)
Q4 2024
Cetera Investment Advisers Shares Held: 8.45M ($315M)
Q4 2024
Envestnet Asset Management Inc Shares Held: 11.1M ($416M)
Q4 2024
Jones Financial Companies Lllp Shares Held: 2.69M ($100M)

Top Sells

Q4 2024
International Assets Investment Management, LLC Shares Held: 18K ($672K)
Q4 2024
Advisor Group Holdings, Inc. Shares Held: 3.94M ($147M)
Q4 2024
Financial Services Advisory Inc Shares Held: 588K ($21.9M)
Q4 2024
Main Line Retirement Advisors, LLC Shares Held: 57.1K ($2.13M)
Q4 2024
Swisher Financial Concepts, Inc. Shares Held: 219K ($8.17M)

About CGDV

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