Institutional shares held 11 Million
0 calls
0 puts
Total value of holdings $579M
$0 calls
$0 puts
# of Institutions 167


Latest Institutional Activity in CLOI

Top Purchases

Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 155K ($8.17M)
Q2 2025
Sentinel Pension Advisors Inc Shares Held: 154K ($8.14M)
Q2 2025
Breakwater Capital Group Shares Held: 34.3K ($1.81M)
Q2 2025
Cathy Pareto & Associates, Inc Shares Held: 20.9K ($1.1M)
Q2 2025
Armis Advisers, LLC Shares Held: 27.9K ($1.47M)

Top Sells

Q2 2025
Capital Investment Advisors, LLC Shares Held: 0 ($0)
Q2 2025
Redhawk Wealth Advisors, Inc. Shares Held: 7.63K ($403K)
Q2 2025
Heritage Oak Wealth Advisors LLC Shares Held: 12K ($632K)
Q2 2025
Iron Oak Wealth Llc. Shares Held: 39.5K ($2.09M)
Q2 2025
Castleview Partners, LLC Shares Held: 38.8K ($2.05M)

About CLOI

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