Institutional shares held 858,746
0 calls
0 puts
Total value of holdings $55.4M
$0 calls
$0 puts
# of Institutions 51


Latest Institutional Activity in CWS

Top Purchases

Q1 2025
Advisor Group Holdings, Inc. Shares Held: 144K ($9.3M)
Q1 2025
Nova Wealth Management, Inc. Shares Held: 17.8K ($1.15M)
Q1 2025
Trademark Financial Management, LLC Shares Held: 22.7K ($1.47M)
Q1 2025
Kingsman Wealth Management, Inc. Shares Held: 13.2K ($855K)
Q1 2025
Two Sigma Investments, LP Shares Held: 11.1K ($717K)

Top Sells

Q1 2025
Lpl Financial LLC Shares Held: 88.5K ($5.71M)
Q1 2025
Kovack Advisors, Inc. Shares Held: 21.8K ($1.41M)
Q1 2025
Commonwealth Equity Services, LLC Shares Held: 3.19K ($206K)
Q1 2025
Golden State Wealth Management, LLC Shares Held: 550 ($35.5K)
Q1 2025
Ae Wealth Management LLC Shares Held: 6.1K ($394K)

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