Institutional shares held 6.39 Million
0 calls
0 puts
Total value of holdings $376M
$0 calls
$0 puts
# of Institutions 208


Latest Institutional Activity in CGW

Top Purchases

Q1 2025
Wealthcare Advisory Partners LLC Shares Held: 38K ($2.24M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 34.3K ($2.02M)
Q1 2025
Lri Investments, LLC Shares Held: 4.84K ($285K)
Q1 2025
Bleakley Financial Group, LLC Shares Held: 70.3K ($4.14M)
Q1 2025
Johnson Investment Counsel Inc Shares Held: 4.11K ($242K)

Top Sells

Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 106K ($6.23M)
Q1 2025
Money Design Co.,Ltd. Shares Held: 48.5K ($2.86M)
Q1 2025
Prism Advisors, Inc. Shares Held: 66.5K ($3.92M)
Q1 2025
Transform Wealth, LLC Shares Held: 4.01K ($236K)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 10.9K ($641K)

About CGW

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