Institutional shares held 112 Million
0 calls
0 puts
Total value of holdings $3.04B
$0 calls
$0 puts
# of Institutions 292


Latest Institutional Activity in CGXU

Top Purchases

Q2 2025
Armstrong, Fleming & Moore, Inc Shares Held: 723K ($19.6M)
Q2 2025
Bridgewealth Advisory Group, LLC Shares Held: 307K ($8.32M)
Q2 2025
Wealthcare Advisory Partners LLC Shares Held: 387K ($10.5M)
Q2 2025
Janney Montgomery Scott LLC Shares Held: 1.22M ($33.1M)
Q2 2025
Confluence Wealth Services, Inc. Shares Held: 1.62M ($43.7M)

Top Sells

Q2 2025
Sterling Investment Counsel, LLC Shares Held: 372K ($10.1M)
Q2 2025
Axxcess Wealth Management, LLC Shares Held: 69.8K ($1.89M)
Q2 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 914K ($24.8M)
Q2 2025
Bleakley Financial Group, LLC Shares Held: 424K ($11.5M)
Q2 2025
Sovran Advisors, LLC Shares Held: 128K ($3.48M)

About CGXU

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