Institutional shares held 14.1 Million
0 calls
0 puts
Total value of holdings $521M
$0 calls
$0 puts
# of Institutions 230


Latest Institutional Activity in GWX

Top Purchases

Q2 2025
Mc Adam, LLC Shares Held: 87.2K ($3.23M)
Q2 2025
Vision Point Advisory Group, LLC Shares Held: 18.1K ($670K)
Q2 2025
Norden Group LLC Shares Held: 8.56K ($317K)
Q2 2025
Discipline Wealth Solutions, LLC Shares Held: 8.13K ($301K)
Q2 2025
Accurate Wealth Management, LLC Shares Held: 6.98K ($259K)

Top Sells

Q2 2025
Trilogy Capital Inc. Shares Held: 16.8K ($621K)
Q2 2025
Pure Financial Advisors, LLC Shares Held: 86.9K ($3.22M)
Q2 2025
Signal Advisors Wealth, LLC Shares Held: 52.1K ($1.93M)
Q2 2025
Upper Left Wealth Management, LLC Shares Held: 31K ($1.15M)
Q2 2025
Farther Finance Advisors, LLC Shares Held: 1.02K ($37.6K)

About GWX

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