Latest Institutional Purchases of Charlotte'S Web Holdings, Inc. (CWBHF)
This list provides information on the latest institutional transactions involving Charlotte'S Web Holdings, Inc. (CWBHF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
3New |
$0.24 - $0.39
|
3
$0.27
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
100New |
$8 - $15
|
100
$9
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
100New |
$8 - $15
|
100
$9
|
|
| Q3 2024 | |||||||
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
575New |
$80.5 - $104
|
575
$51.8
|
|
| Q2 2024 | |||||||
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
850New |
$119 - $213
|
850
$76.5
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
511K+ 25.62% |
$102K - $169K
|
2.5M
$225K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
66New |
$13.2 - $21.8
|
66
$5.94
|
|
| Q4 2022 | |||||||
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
10New |
$4 - $8.1
|
10
$0.9
|
|
| Q3 2022 | |||||||
|
Nov 02, 2022
Q3 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
248New |
$94.2 - $186
|
248
$22.3
|
|
| Q2 2022 | |||||||
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
23New |
$9.2 - $25.5
|
23
$2.07
|
|
| Q4 2019 | |||||||
|
Feb 03, 2020
Q4 2019
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
11.7KNew |
$87K - $165K
|
11.7K
$1.05K
|
|
| Q3 2019 | |||||||
|
Oct 29, 2019
Q3 2019
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
200New |
$2.75K - $4.6K
|
200
$18
|
|