Institutional shares held 90 Million
0 calls
0 puts
Total value of holdings $0
$0 calls
$0 puts
Market Cap N/A
Institutional ownership N/A
# of Institutions 279


Latest Institutional Activity in CGMS

Top Purchases

Q4 2025
Thayer Financial, L.L.C. Shares Held: 266K ($0)
Q4 2025
Kwb Wealth Shares Held: 358K ($0)
Q4 2025
Capital Advantage, Inc. Shares Held: 2.31M ($0)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 1.73M ($0)
Q4 2025
Tru Wealth Advisors, LLC Shares Held: 776K ($0)

Top Sells

Q4 2025
True Wealth Advisors, LLC Shares Held: 645K ($0)
Q4 2025
Dynamic Advisor Solutions LLC Shares Held: 67.2K ($0)
Q4 2025
Peterson Wealth Advisors, LLC Shares Held: 23.7K ($0)
Q3 2025
Goldman Sachs Group Inc Shares Held: 49.3K ($0)
Q3 2025
Mariner, LLC Shares Held: 663K ($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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