Institutional shares held 35.1 Million
3.1K calls
868K puts
Total value of holdings $2.89B
$255K calls
$71.5M puts
# of Institutions 525


Latest Institutional Activity in CWB

Top Purchases

Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 205K ($16.9M)
Q2 2025
Exchange Traded Concepts, LLC Shares Held: 23.3K ($1.92M)
Q2 2025
Oxinas Partners Wealth Management LLC Shares Held: 26.2K ($2.16M)
Q2 2025
Hms Capital Management, LLC Shares Held: 58.3K ($4.8M)
Q2 2025
Lifestyle Asset Management, Inc. Shares Held: 115K ($9.47M)

Top Sells

Q2 2025
Windsor Capital Management, LLC Shares Held: 93.9K ($7.74M)
Q2 2025
David J Yvars Group Shares Held: 54.3K ($4.48M)
Q2 2025
Webster Bank, N. A. Shares Held: 8.05K ($663K)
Q2 2025
Towerpoint Wealth, LLC Shares Held: 9.96K ($821K)
Q2 2025
Legacy Financial Group LLC Shares Held: 9.78K ($806K)

About CWB

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