Institutional shares held 43 Million
6.7K calls
60.7K puts
Total value of holdings $1.24B
$193K calls
$1.75M puts
# of Institutions 238


Latest Institutional Activity in CWI

Top Purchases

Q4 2024
Strategic Financial Concepts, LLC Shares Held: 258K ($7.44M)
Q4 2024
Brady Martz Wealth Solutions, LLC Shares Held: 185K ($5.32M)
Q4 2024
Atlas Private Wealth Advisors Shares Held: 170K ($4.9M)
Q4 2024
Cvfg LLC Shares Held: 144K ($4.14M)
Q4 2024
Greenwood Capital Associates LLC Shares Held: 53.3K ($1.53M)

Top Sells

Q4 2024
Focus Financial Network, Inc. Shares Held: 97.7K ($2.81M)
Q4 2024
Hengehold Capital Management LLC Shares Held: 1.15M ($33.1M)
Q4 2024
Dakota Wealth Management Shares Held: 13.5K ($388K)
Q4 2024
Towneley Capital Management, Inc / De Shares Held: 23.1K ($666K)
Q4 2024
Mill Creek Capital Advisors, LLC Shares Held: 167K ($4.82M)

About CWI

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