Institutional shares held 58.1 Million
0 calls
0 puts
Total value of holdings $0
$0 calls
$0 puts
Market Cap N/A
Institutional ownership N/A
# of Institutions 238


Latest Institutional Activity in CGMS

Top Purchases

Q1 2025
Lpl Financial LLC Shares Held: 8.18M ($0)
Q1 2025
Blue Stem Wealth Partners, LLC Shares Held: 705K ($0)
Q1 2025
Envestnet Asset Management Inc Shares Held: 3.64M ($0)
Q1 2025
Cetera Investment Advisers Shares Held: 2.26M ($0)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 1.82M ($0)

Top Sells

Q1 2025
Peterson Wealth Advisors, LLC Shares Held: 26K ($0)
Q1 2025
Trilogy Capital Inc. Shares Held: 57K ($0)
Q1 2025
Silver Oak Securities, Inc Shares Held: 169K ($0)
Q1 2025
Wayfinding Financial, LLC Shares Held: 107K ($0)
Q1 2025
Stephens Inc Shares Held: 593K ($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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