Institutional shares held 9.85 Million
0 calls
0 puts
Total value of holdings $521M
$0 calls
$0 puts
# of Institutions 142


Latest Institutional Activity in CLOI

Top Purchases

Q1 2025
Gradient Investments LLC Shares Held: 276K ($14.6M)
Q1 2025
Cathy Pareto & Associates, Inc Shares Held: 14.9K ($789K)
Q1 2025
Sugar Maple Asset Management, LLC Shares Held: 70.3K ($3.71M)
Q1 2025
Lowe Wealth Advisors, LLC Shares Held: 9.97K ($527K)
Q1 2025
Iams Wealth Management, LLC Shares Held: 13K ($686K)

Top Sells

Q1 2025
Milestone Asset Management, LLC Shares Held: 18.2K ($961K)
Q4 2024
Envestnet Asset Management Inc Shares Held: 69.2K ($3.66M)
Q4 2024
Principal Securities, Inc. Shares Held: 362 ($19.1K)
Q4 2024
Ferguson Shapiro LLC Shares Held: 96.7K ($5.11M)
Q4 2024
Core Cap Advisors, LLC Shares Held: 34.8K ($1.84M)

About CLOI

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