Institutional shares held 14.1 Million
0 calls
0 puts
Total value of holdings $535M
$0 calls
$0 puts
# of Institutions 232


Latest Institutional Activity in GWX

Top Purchases

Q2 2025
Simplicity Wealth,Llc Shares Held: 46.3K ($1.76M)
Q2 2025
Mc Adam, LLC Shares Held: 87.2K ($3.31M)
Q2 2025
Merit Financial Group, LLC Shares Held: 18.7K ($708K)
Q2 2025
Vision Point Advisory Group, LLC Shares Held: 18.1K ($686K)
Q2 2025
Norden Group LLC Shares Held: 8.56K ($324K)

Top Sells

Q2 2025
Belpointe Asset Management LLC Shares Held: 7.53K ($286K)
Q2 2025
Aspire Private Capital, LLC Shares Held: 72.1K ($2.73M)
Q2 2025
Trilogy Capital Inc. Shares Held: 16.8K ($636K)
Q2 2025
Pure Financial Advisors, LLC Shares Held: 86.9K ($3.3M)
Q2 2025
Signal Advisors Wealth, LLC Shares Held: 52.1K ($1.98M)

About GWX

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