Institutional shares held 35.2 Million
7.9K calls
76.6K puts
Total value of holdings $3.26B
$730K calls
$7.08M puts
# of Institutions 549


Latest Institutional Activity in CWB

Top Purchases

Q3 2025
Wright Fund Management, LLC Shares Held: 574K ($53M)
Q3 2025
Estate Counselors, LLC Shares Held: 129K ($11.9M)
Q3 2025
Yorktown Management & Research CO Inc Shares Held: 50K ($4.62M)
Q3 2025
Elevation Capital Advisory, LLC Shares Held: 67.3K ($6.22M)
Q3 2025
One Ascent Financial Services LLC Shares Held: 13.3K ($1.23M)

Top Sells

Q3 2025
Simplicity Wealth,Llc Shares Held: 23K ($2.12M)
Q3 2025
National Asset Management, Inc. Shares Held: 46.2K ($4.28M)
Q3 2025
Investors Research Corp Shares Held: 14.1K ($1.3M)
Q3 2025
Waldron Private Wealth LLC Shares Held: 191K ($17.6M)
Q3 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 19.5K ($1.8M)

About CWB

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