Purchases and Sales Made in Q2 2025 in Curtiss Wright Corp (CW)
This table provides information about the institutional ownership of Curtiss Wright Corp (CW) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
4+ 80.0% |
$1.13K - $1.95K
|
9
$4.34K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
3New |
$850 - $1.47K
|
3
$1.45K
|
|
|
Jul 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
3+ 0.45% |
$850 - $1.47K
|
672
$324K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3New |
$850 - $1.47K
|
3
$1.45K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
2+ 200.0% |
$566 - $977
|
3
$1.45K
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
2New |
$566 - $977
|
2
$963
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2+ 100.0% |
$566 - $977
|
4
$1.93K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2+ 200.0% |
$566 - $977
|
3
$1.45K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2+ 5.0% |
$566 - $977
|
42
$20.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2+ 100.0% |
$566 - $977
|
4
$1.93K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2New |
$566 - $977
|
2
$963
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
2+ 100.0% |
$566 - $977
|
4
$1.93K
|
|
|
Aug 07, 2025
Q2 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
1+ 0.08% |
$283 - $489
|
1.26K
$606K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
1New |
$283 - $489
|
1
$482
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
1New |
$283 - $489
|
1
$482
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
1New |
$283 - $489
|
1
$482
|
|
|
Jul 15, 2025
Q2 2025
|
Yarbrough Capital, LLC
|
BUY
|
- |
1+ 0.05% |
$283 - $489
|
1.88K
$904K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1New |
$283 - $489
|
1
$482
|
|
|
Aug 13, 2025
Q2 2025
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
1+ 50.0% |
$283 - $489
|
3
$1.45K
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1New |
$283 - $489
|
1
$482
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
1+ 0.05% |
$283 - $489
|
1.82K
$877K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.06% |
$283 - $489
|
1.68K
$811K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1+ 1.96% |
$283 - $489
|
52
$25K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1+ 50.0% |
$283 - $489
|
3
$1.45K
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
1+ 0.24% |
$283 - $489
|
421
$203K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1+ 0.13% |
$283 - $489
|
742
$357K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1- 0.3% |
$283 - $489
|
332
$160K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 9.09% |
$283 - $489
|
10
$4.82K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-1- 20.0% |
$283 - $489
|
4
$1.93K
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1- 0.1% |
$283 - $489
|
1K
$483K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-1- 20.0% |
$283 - $489
|
4
$1.93K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-2- 0.14% |
$566 - $977
|
1.4K
$676K
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-2- -0.0% |
$566 - $977
|
3.62M
$1.74B
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-3- 4.76% |
$850 - $1.47K
|
60
$28.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-4- 44.44% |
$1.13K - $1.95K
|
5
$2.41K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4- 0.28% |
$1.13K - $1.95K
|
1.45K
$697K
|
|
|
Aug 04, 2025
Q2 2025
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-4- 0.3% |
$1.13K - $1.95K
|
1.32K
$637K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-4- 5.19% |
$1.13K - $1.95K
|
73
$35.2K
|
|
|
Jul 31, 2025
Q2 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-5- 0.53% |
$1.42K - $2.44K
|
945
$455K
|
|
|
Jul 24, 2025
Q2 2025
|
Lindenwold Advisors
|
SELL
|
- |
-5- 0.18% |
$1.42K - $2.44K
|
2.74K
$1.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-6- 0.71% |
$1.7K - $2.93K
|
845
$407K
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-6- 18.75% |
$1.7K - $2.93K
|
26
$12.5K
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-7- 9.33% |
$1.98K - $3.42K
|
68
$32.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-8- 0.48% |
$2.27K - $3.91K
|
1.65K
$794K
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-9- 0.89% |
$2.55K - $4.4K
|
1.01K
$485K
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-11- 0.57% |
$3.11K - $5.37K
|
1.92K
$926K
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-12- 0.62% |
$3.4K - $5.86K
|
1.92K
$927K
|
|
|
Jul 25, 2025
Q2 2025
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-13- 0.61% |
$3.68K - $6.35K
|
2.11K
$1.02M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-13- 1.39% |
$3.68K - $6.35K
|
921
$444K
|