Institutional shares held 66.5 Million
0 calls
0 puts
Total value of holdings $0
$0 calls
$0 puts
Market Cap N/A
Institutional ownership N/A
# of Institutions 245


Latest Institutional Activity in CGMS

Top Purchases

Q1 2025
Lpl Financial LLC Shares Held: 8.18M ($0)
Q1 2025
Raymond James Financial Inc Shares Held: 4.01M ($0)
Q1 2025
Morgan Stanley Shares Held: 5.95M ($0)
Q1 2025
Blue Stem Wealth Partners, LLC Shares Held: 705K ($0)
Q1 2025
Envestnet Asset Management Inc Shares Held: 3.64M ($0)

Top Sells

Q1 2025
Capital International Investors Shares Held: 91.9K ($0)
Q1 2025
Peterson Wealth Advisors, LLC Shares Held: 26K ($0)
Q1 2025
Trilogy Capital Inc. Shares Held: 57K ($0)
Q1 2025
Concourse Financial Group Securities, Inc. Shares Held: 0 ($0)
Q1 2025
Integrated Wealth Concepts LLC Shares Held: 188K ($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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