Purchases and Sales Made in Q1 2025 in Curtiss Wright Corp (CW)
This table provides information about the institutional ownership of Curtiss Wright Corp (CW) during Q1 2025. The information is specifically focused on institutions that hold shares of CURTISS WRIGHT CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
40New |
$12.2K - $15.4K
|
40
$19.3K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
40+ 2000.0% |
$12.2K - $15.4K
|
42
$20.3K
|
|
|
May 08, 2025
Q1 2025
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
38+ 1.27% |
$11.6K - $14.6K
|
3.04K
$1.47M
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
37+ 0.93% |
$11.3K - $14.2K
|
4.01K
$1.94M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
36New |
$11K - $13.8K
|
36
$17.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
34+ 377.78% |
$10.4K - $13.1K
|
43
$20.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
34New |
$10.4K - $13.1K
|
34
$16.4K
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
34+ 1.61% |
$10.4K - $13.1K
|
2.14K
$1.04M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
32+ 6.46% |
$9.75K - $12.3K
|
527
$255K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
31New |
$9.45K - $11.9K
|
31
$15K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
30New |
$9.14K - $11.5K
|
30
$14.5K
|
|
|
May 15, 2025
Q1 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
30+ 4.87% |
$9.14K - $11.5K
|
646
$312K
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
BUY
|
- |
30+ 4.06% |
$9.14K - $11.5K
|
769
$372K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
29+ 60.42% |
$8.84K - $11.1K
|
77
$37.2K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
24+ 2.07% |
$7.32K - $9.22K
|
1.19K
$573K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
22+ 3.09% |
$6.71K - $8.45K
|
735
$355K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
22New |
$6.71K - $8.45K
|
22
$10.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
21+ 12.65% |
$6.4K - $8.07K
|
187
$90.4K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
21+ 6.73% |
$6.4K - $8.07K
|
333
$161K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
20New |
$6.1K - $7.68K
|
20
$9.67K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
19+ 633.33% |
$5.79K - $7.3K
|
22
$10.6K
|
|
|
May 15, 2025
Q1 2025
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
16+ 0.26% |
$4.88K - $6.15K
|
6.19K
$3M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
14New |
$4.27K - $5.38K
|
14
$6.77K
|
|
|
May 01, 2025
Q1 2025
|
Rice Hall James & Associates, LLC
|
BUY
|
- |
14+ 0.44% |
$4.27K - $5.38K
|
3.2K
$1.55M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
13+ 1.37% |
$3.96K - $4.99K
|
964
$466K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
13New |
$3.96K - $4.99K
|
13
$6.29K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
13+ 7.26% |
$3.96K - $4.99K
|
192
$92.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
12+ 80.0% |
$3.66K - $4.61K
|
27
$13.1K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
11+ 4.1% |
$3.35K - $4.22K
|
279
$135K
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
11+ 1.53% |
$3.35K - $4.22K
|
731
$353K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
9New |
$2.74K - $3.46K
|
9
$4.35K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
9+ 2.8% |
$2.74K - $3.46K
|
331
$160K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
9+ 450.0% |
$2.74K - $3.46K
|
11
$5.32K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
8+ 400.0% |
$2.44K - $3.07K
|
10
$4.84K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
8+ 266.67% |
$2.44K - $3.07K
|
11
$5.32K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
7+ 0.35% |
$2.13K - $2.69K
|
2K
$968K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6+ 0.88% |
$1.83K - $2.3K
|
686
$332K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
6+ 0.1% |
$1.83K - $2.3K
|
6.14K
$2.97M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
6New |
$1.83K - $2.3K
|
6
$2.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
5New |
$1.52K - $1.92K
|
5
$2.42K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
5+ 0.58% |
$1.52K - $1.92K
|
870
$421K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
5+ 0.59% |
$1.52K - $1.92K
|
851
$412K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
4+ 0.55% |
$1.22K - $1.54K
|
735
$355K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
4New |
$1.22K - $1.54K
|
4
$1.93K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
4New |
$1.22K - $1.54K
|
4
$1.93K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
4+ 0.33% |
$1.22K - $1.54K
|
1.22K
$590K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
3+ 5.0% |
$914 - $1.15K
|
63
$30.5K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
3New |
$914 - $1.15K
|
3
$1.45K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3+ 0.13% |
$914 - $1.15K
|
2.39K
$1.16M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.15% |
$610 - $768
|
1.37K
$662K
|