Institutional shares held 75.3 Million
0 calls
0 puts
Total value of holdings $0
$0 calls
$0 puts
Market Cap N/A
Institutional ownership N/A
# of Institutions 262


Latest Institutional Activity in CGMS

Top Purchases

Q2 2025
Capital Advantage, Inc. Shares Held: 2.11M ($0)
Q2 2025
Lpl Financial LLC Shares Held: 9.94M ($0)
Q2 2025
Cwm, LLC Shares Held: 929K ($0)
Q2 2025
Envestnet Asset Management Inc Shares Held: 4.24M ($0)
Q2 2025
Cetera Investment Advisers Shares Held: 2.69M ($0)

Top Sells

Q2 2025
Jane Street Group, LLC Shares Held: 118K ($0)
Q2 2025
Advisor Group Holdings, Inc. Shares Held: 945K ($0)
Q2 2025
De Dora Capital, Inc. Shares Held: 43.2K ($0)
Q2 2025
Morgan Stanley Shares Held: 5.6M ($0)
Q2 2025
Atria Wealth Solutions, Inc. Shares Held: 355K ($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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