Institutional shares held 227 Million
0 calls
6.01K puts
Total value of holdings $8.12B
$0 calls
$215K puts
# of Institutions 409


Latest Institutional Activity in CGDV

Top Purchases

Q4 2024
Kera Capital Partners, Inc. Shares Held: 315K ($11.3M)
Q4 2024
Iam Advisory, LLC Shares Held: 197K ($7.04M)
Q4 2024
Fermata Advisors, LLC Shares Held: 195K ($6.97M)
Q4 2024
Janney Montgomery Scott LLC Shares Held: 1.83M ($65.6M)
Q4 2024
Procyon Advisors, LLC Shares Held: 511K ($18.3M)

Top Sells

Q4 2024
International Assets Investment Management, LLC Shares Held: 18K ($645K)
Q4 2024
Mutual Advisors, LLC Shares Held: 86.2K ($3.09M)
Q4 2024
Merit Financial Group, LLC Shares Held: 401K ($14.4M)
Q4 2024
Dynamic Advisor Solutions LLC Shares Held: 180K ($6.46M)
Q4 2024
Smallwood Wealth Investment Management, LLC Shares Held: 108K ($3.88M)

About CGDV

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