Purchases and Sales Made in Q4 2024 in Curtiss Wright Corp (CW)
This table provides information about the institutional ownership of Curtiss Wright Corp (CW) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
43+ 4.74% |
$14.4K - $16.7K
|
951
$460K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
43+ 15.64% |
$14.4K - $16.7K
|
318
$154K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
38New |
$12.7K - $14.8K
|
38
$18.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
37+ 5.02% |
$12.4K - $14.4K
|
774
$374K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
34+ 1.63% |
$11.4K - $13.2K
|
2.12K
$1.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
33+ 235.71% |
$11.1K - $12.9K
|
47
$22.7K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
33+ 4.85% |
$11.1K - $12.9K
|
713
$345K
|
|
|
Feb 06, 2025
Q4 2024
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
32+ 3.61% |
$10.7K - $12.5K
|
918
$444K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
30+ 10.64% |
$10.1K - $11.7K
|
312
$151K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
29+ 1.82% |
$9.72K - $11.3K
|
1.63K
$786K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
29+ 0.88% |
$9.72K - $11.3K
|
3.32K
$1.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
28+ 12.17% |
$9.38K - $10.9K
|
258
$125K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
28+ 6.98% |
$9.38K - $10.9K
|
429
$207K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
27New |
$9.05K - $10.5K
|
27
$13.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
25+ 3.28% |
$8.38K - $9.74K
|
787
$381K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
24New |
$8.04K - $9.35K
|
24
$11.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
23+ 4.87% |
$7.71K - $8.96K
|
495
$239K
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
23+ 0.48% |
$7.71K - $8.96K
|
4.78K
$2.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
22+ 10.58% |
$7.37K - $8.57K
|
230
$111K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
21New |
$7.04K - $8.18K
|
21
$10.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
18+ 0.91% |
$6.03K - $7.01K
|
2K
$967K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
18+ 1.43% |
$6.03K - $7.01K
|
1.27K
$616K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
17+ 16.19% |
$5.7K - $6.62K
|
122
$59K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
17+ 0.96% |
$5.7K - $6.62K
|
1.79K
$867K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
16+ 2.38% |
$5.36K - $6.23K
|
689
$333K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
16+ 8.84% |
$5.36K - $6.23K
|
197
$95.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
15New |
$5.03K - $5.84K
|
15
$7.25K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
14New |
$4.69K - $5.45K
|
14
$6.77K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
14+ 4.55% |
$4.69K - $5.45K
|
322
$156K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
14+ 3.83% |
$4.69K - $5.45K
|
380
$184K
|
|
|
Feb 13, 2025
Q4 2024
|
Eam Global Investors LLC
Solana Beach, CA |
BUY
|
- |
12+ 0.06% |
$4.02K - $4.67K
|
19.1K
$9.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
11+ 1.11% |
$3.69K - $4.28K
|
1K
$485K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
8+ 6.5% |
$2.68K - $3.12K
|
131
$63.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
7New |
$2.35K - $2.73K
|
7
$3.38K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
7New |
$2.35K - $2.73K
|
7
$3.38K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6+ 0.62% |
$2.01K - $2.34K
|
977
$472K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
6+ 0.16% |
$2.01K - $2.34K
|
3.69K
$1.78M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
6New |
$2.01K - $2.34K
|
6
$2.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
5New |
$1.68K - $1.95K
|
5
$2.42K
|
|
|
Feb 13, 2025
Q4 2024
|
Claret Asset Management Corp
|
BUY
|
- |
5+ 0.68% |
$1.68K - $1.95K
|
736
$356K
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
BUY
|
- |
5+ 0.68% |
$1.68K - $1.95K
|
739
$357K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
4New |
$1.34K - $1.56K
|
4
$1.93K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
4New |
$1.34K - $1.56K
|
4
$1.93K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
4+ 80.0% |
$1.34K - $1.56K
|
9
$4.35K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
4+ 5.63% |
$1.34K - $1.56K
|
75
$36.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
3New |
$1.01K - $1.17K
|
3
$1.45K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
3New |
$1.01K - $1.17K
|
3
$1.45K
|
|
|
Feb 13, 2025
Q4 2024
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
3New |
$1.01K - $1.17K
|
3
$1.45K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
3+ 0.08% |
$1.01K - $1.17K
|
3.73K
$1.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
2+ 0.1% |
$670 - $779
|
1.94K
$940K
|