Institutional shares held 89.5 Million
0 calls
0 puts
Total value of holdings $0
$0 calls
$0 puts
Market Cap N/A
Institutional ownership N/A
# of Institutions 278


Latest Institutional Activity in CGMS

Top Purchases

Q3 2025
Lpl Financial LLC Shares Held: 11.8M ($0)
Q3 2025
Ubs Group Ag Shares Held: 3.52M ($0)
Q3 2025
Envestnet Asset Management Inc Shares Held: 5.4M ($0)
Q3 2025
Beacon Pointe Advisors, LLC Shares Held: 1.51M ($0)
Q3 2025
Wells Fargo & Company Shares Held: 3.75M ($0)

Top Sells

Q3 2025
Goldman Sachs Group Inc Shares Held: 49.3K ($0)
Q3 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 1.67M ($0)
Q3 2025
Mariner, LLC Shares Held: 663K ($0)
Q3 2025
Capital International Investors Shares Held: 62.9K ($0)
Q3 2025
Stifel Financial Corp Shares Held: 1.19M ($0)

About CGMS


Insider Transactions at CGMS

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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