Institutional shares held 6.59 Million
0 calls
0 puts
Total value of holdings $417M
$0 calls
$0 puts
# of Institutions 211


Latest Institutional Activity in CGW

Top Purchases

Q2 2025
Ewg Elevate Inc. Shares Held: 60.8K ($3.85M)
Q2 2025
Park Avenue Securities LLC Shares Held: 4.73K ($299K)
Q2 2025
Pfg Investments, LLC Shares Held: 4.3K ($272K)
Q2 2025
Truist Financial Corp Shares Held: 3.27K ($207K)
Q2 2025
Accurate Wealth Management, LLC Shares Held: 3.26K ($206K)

Top Sells

Q2 2025
Lynx Investment Advisory Shares Held: 30.4K ($1.92M)
Q2 2025
Weatherly Asset Management L. P. Shares Held: 412K ($26.1M)
Q2 2025
Baron Financial Group, LLC Shares Held: 88.8K ($5.62M)
Q2 2025
Key Client Fiduciary Advisors, LLC Shares Held: 6.61K ($419K)
Q2 2025
Perigon Wealth Management, LLC Shares Held: 9.07K ($574K)

About CGW

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