Institutional shares held 6.62 Million
0 calls
0 puts
Total value of holdings $427M
$0 calls
$0 puts
# of Institutions 235


Latest Institutional Activity in CGW

Top Purchases

Q3 2025
Cerity Partners LLC Shares Held: 16.6K ($1.07M)
Q3 2025
Sequoia Financial Advisors, LLC Shares Held: 9.72K ($628K)
Q3 2025
Trust Point Inc. Shares Held: 5.61K ($363K)
Q3 2025
Sax Wealth Advisors, LLC Shares Held: 3.7K ($239K)
Q3 2025
Miracle Mile Advisors, LLC Shares Held: 8.6K ($556K)

Top Sells

Q3 2025
Ewg Elevate Inc. Shares Held: 3.8K ($246K)
Q3 2025
Weatherly Asset Management L. P. Shares Held: 400K ($25.8M)
Q3 2025
Commonwealth Equity Services, LLC Shares Held: 91.5K ($5.91M)
Q3 2025
Grimes & Company, Inc. Shares Held: 58.2K ($3.76M)
Q3 2025
Baron Financial Group, LLC Shares Held: 87.3K ($5.64M)

About CGW

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