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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2New |
$610 - $768
|
2
$967
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
2New |
$610 - $768
|
2
$967
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
2+ 0.01% |
$610 - $768
|
15.2K
$7.35M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2+ 4.08% |
$610 - $768
|
51
$24.7K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2+ 200.0% |
$610 - $768
|
3
$1.45K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
2New |
$610 - $768
|
2
$967
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2New |
$610 - $768
|
2
$967
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1New |
$305 - $384
|
1
$484
|
|
|
May 13, 2025
Q1 2025
|
Claret Asset Management Corp
|
BUY
|
- |
1+ 0.14% |
$305 - $384
|
737
$356K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1New |
$305 - $384
|
1
$484
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1New |
$305 - $384
|
1
$484
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
1New |
$305 - $384
|
1
$484
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-1Closed |
$305 - $384
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-1- 33.33% |
$305 - $384
|
2
$967
|
|
|
May 14, 2025
Q1 2025
|
Peak6 LLC
Chicago, IL |
SELL
|
- |
-1- 33.33% |
$305 - $384
|
2
$967
|
|
|
Apr 22, 2025
Q1 2025
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-1- 0.05% |
$305 - $384
|
2.13K
$1.03M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-2- 28.57% |
$610 - $768
|
5
$2.42K
|
|
|
Apr 22, 2025
Q1 2025
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-2- 0.3% |
$610 - $768
|
669
$324K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-2- 5.88% |
$610 - $768
|
32
$15.5K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-6- 4.08% |
$1.83K - $2.3K
|
141
$68.2K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-7- 1.11% |
$2.13K - $2.69K
|
626
$303K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-8- 57.14% |
$2.44K - $3.07K
|
6
$2.9K
|
|
|
May 14, 2025
Q1 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-10- 0.62% |
$3.05K - $3.84K
|
1.61K
$779K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-11- 0.8% |
$3.35K - $4.22K
|
1.36K
$658K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-13- 1.42% |
$3.96K - $4.99K
|
905
$438K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-14- 6.14% |
$4.27K - $5.38K
|
214
$103K
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-15- 0.32% |
$4.57K - $5.76K
|
4.68K
$2.26M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-16- 1.74% |
$4.88K - $6.15K
|
905
$438K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-16- 6.64% |
$4.88K - $6.15K
|
225
$109K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-18- 19.78% |
$5.49K - $6.91K
|
73
$35.3K
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
SELL
|
- |
-19- 2.02% |
$5.79K - $7.3K
|
920
$445K
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-21- 2.16% |
$6.4K - $8.07K
|
950
$459K
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-23- 1.57% |
$7.01K - $8.83K
|
1.44K
$697K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-23- 48.94% |
$7.01K - $8.83K
|
24
$11.6K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-23- 2.46% |
$7.01K - $8.83K
|
911
$441K
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-26- 2.81% |
$7.93K - $9.99K
|
900
$435K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-27- 3.82% |
$8.23K - $10.4K
|
680
$329K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-35Closed |
$10.7K - $13.4K
|
0
$0
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-38- 5.64% |
$11.6K - $14.6K
|
636
$308K
|
|
|
Apr 16, 2025
Q1 2025
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-40- 0.49% |
$12.2K - $15.4K
|
8.14K
$3.93M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-44- 3.21% |
$13.4K - $16.9K
|
1.33K
$642K
|
|
|
May 08, 2025
Q1 2025
|
Lindenwold Advisors
|
SELL
|
- |
-45- 1.62% |
$13.7K - $17.3K
|
2.74K
$1.33M
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-50- 5.0% |
$15.2K - $19.2K
|
950
$459K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-52- 81.25% |
$15.9K - $20K
|
12
$5.8K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-53- 0.86% |
$16.2K - $20.4K
|
6.08K
$2.94M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-56- 4.84% |
$17.1K - $21.5K
|
1.1K
$532K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-57- 46.72% |
$17.4K - $21.9K
|
65
$31.4K
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-57- 3.39% |
$17.4K - $21.9K
|
1.62K
$784K
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-57- 7.36% |
$17.4K - $21.9K
|
717
$347K
|