Institutional shares held 38.9 Million
700 calls
900 puts
Total value of holdings $2.99B
$53K calls
$69K puts
# of Institutions 561


Latest Institutional Activity in CWB

Top Purchases

Q1 2025
Retireful, LLC Shares Held: 18K ($1.39M)
Q1 2025
Farther Finance Advisors, LLC Shares Held: 8.56K ($659K)
Q1 2025
Winthrop Advisory Group LLC Shares Held: 2.98K ($230K)
Q1 2025
Nbc Securities, Inc. Shares Held: 2.5K ($192K)
Q1 2025
Lifestyle Asset Management, Inc. Shares Held: 103K ($7.94M)

Top Sells

Q1 2025
New Square Capital LLC Shares Held: 80 ($6.15K)
Q1 2025
St Germain D J CO Inc Shares Held: 1.23K ($94.9K)
Q1 2025
Oxinas Partners Wealth Management LLC Shares Held: 3.43K ($264K)
Q1 2025
Advisory Alpha, LLC Shares Held: 10.5K ($808K)
Q1 2025
Towerpoint Wealth, LLC Shares Held: 11.7K ($902K)

About CWB

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