Institutional shares held 999,228
0 calls
0 puts
Total value of holdings $69M
$0 calls
$0 puts
# of Institutions 56


Latest Institutional Activity in CWS

Top Purchases

Q2 2025
Trademark Financial Management, LLC Shares Held: 64.7K ($4.46M)
Q2 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 37.8K ($2.61M)
Q2 2025
Kestra Advisory Services, LLC Shares Held: 85.7K ($5.91M)
Q2 2025
Advisor Group Holdings, Inc. Shares Held: 163K ($11.3M)
Q2 2025
Lpl Financial LLC Shares Held: 104K ($7.16M)

Top Sells

Q2 2025
Merit Financial Group, LLC Shares Held: 14.5K ($998K)
Q2 2025
Nova Wealth Management, Inc. Shares Held: 11.8K ($811K)
Q2 2025
Koshinski Asset Management, Inc. Shares Held: 7.18K ($495K)
Q2 2025
Catalytic Wealth Ria, LLC Shares Held: 18K ($1.24M)
Q2 2025
Comerica Bank Shares Held: 500 ($34.5K)

About CWS

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