HoldingsChannel.com
Funds Holding CGW

On this page, we present all of the funds holding CGW from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding CGW, with a link to that fund's top holdings. The next columns indicate the amount of CGW stock held by each of the funds holding CGW, followed by the CGW position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 178 funds holding CGW within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Morgan Stanley. For more details on the positions held by Morgan Stanley (or by any of the other funds holding CGW), click the fund name in the "Holder" column of the funds-holding-CGW table below.

HolderAmountPosition Size
($ in 1000's)		 As of
Morgan Stanley1,086,885$57,614 12/31/2023
     CGW1,086,885$57,614 12/31/2023
Conservest Capital Advisors Inc.581,503$30,824 12/31/2023
     CGW581,503$30,824 12/31/2023
Weatherly Asset Management L. P.483,834$25,647 12/31/2023
     CGW483,834$25,647 12/31/2023
UBS Group AG458,899$24,325 12/31/2023
     CGW458,899$24,325 12/31/2023
Bank of America Corp DE283,289$15,017 12/31/2023
     CGW283,289$15,017 12/31/2023
Personal Resources Investment & Strategic Management Inc.269,357$14,957 03/31/2024
     CGW269,357$14,957 03/31/2024
Polianta Ltd215,800$11,983 03/31/2024
     CGW215,800$11,983 03/31/2024
Jane Street Group LLC173,326$9,188 12/31/2023
     CGW173,326$9,188 12/31/2023
Ameriprise Financial Inc.158,341$8,394 12/31/2023
     CGW158,341$8,394 12/31/2023
Cetera Advisor Networks LLC154,358$8,182 12/31/2023
     CGW154,358$8,182 12/31/2023
Money Design Co. Ltd.130,282$6,906 12/31/2023
     CGW130,282$6,906 12/31/2023
Commonwealth Equity Services LLC121,953$6,465 12/31/2023
     CGW121,953$6,465 12/31/2023
Cambridge Investment Research Advisors Inc.111,728$5,922 12/31/2023
     CGW111,728$5,922 12/31/2023
Wells Fargo & Company MN102,062$5,410 12/31/2023
     CGW102,062$5,410 12/31/2023
Baron Financial Group LLC97,180$5,151 12/31/2023
     CGW97,180$5,151 12/31/2023
LPL Financial LLC92,096$4,882 12/31/2023
     CGW92,096$4,882 12/31/2023
Cetera Advisors LLC84,963$4,504 12/31/2023
     CGW84,963$4,504 12/31/2023
Raymond James & Associates80,716$4,279 12/31/2023
     CGW80,716$4,279 12/31/2023
Fiduciary Trust Co.80,563$4,270 12/31/2023
     CGW80,563$4,270 12/31/2023
Addison Advisors LLC79,887$4,235 12/31/2023
     CGW79,887$4,235 12/31/2023
Steward Partners Investment Advisory LLC75,273$3,990 12/31/2023
     CGW75,273$3,990 12/31/2023
Sawtooth Solutions LLC66,134$3,506 12/31/2023
     CGW66,134$3,506 12/31/2023
Bleakley Financial Group LLC66,134$3,506 12/31/2023
     CGW66,134$3,506 12/31/2023
National Bank of Canada FI63,996$3,353 12/31/2023
     CGW63,996$3,353 12/31/2023
Royal Bank of Canada61,562$3,264 12/31/2023
     CGW61,562$3,264 12/31/2023
HighTower Advisors LLC57,647$3,050 12/31/2023
     CGW57,647$3,050 12/31/2023
FCA Corp TX56,968$3,020 12/31/2023
     CGW56,968$3,020 12/31/2023
Rockefeller Capital Management L.P.56,761$3,009 12/31/2023
     CGW56,761$3,009 12/31/2023
Evoke Wealth LLC51,893$2,751 12/31/2023
     CGW51,893$2,751 12/31/2023
Susquehanna International Group LLP49,348$2,616 12/31/2023
     CGW49,348$2,616 12/31/2023
Northwestern Mutual Wealth Management Co.48,456$2,569 12/31/2023
     CGW48,456$2,569 12/31/2023
Kovitz Investment Group Partners LLC44,371$2,352 12/31/2023
     CGW44,371$2,352 12/31/2023
Advisor Group Holdings Inc.42,588$2,257 12/31/2023
     CGW42,588$2,257 12/31/2023
First Affirmative Financial Network38,912$2,161 03/31/2024
     CGW38,912$2,161 03/31/2024
Ameritas Advisory Services LLC38,167$2,023 12/31/2023
     CGW38,167$2,023 12/31/2023
Focus Financial Network Inc. ADV35,322$1,872 12/31/2023
     CGW35,322$1,872 12/31/2023
US Bancorp DE34,793$1,844 12/31/2023
     CGW34,793$1,844 12/31/2023
Raymond James Financial Services Advisors Inc.30,265$1,604 12/31/2023
     CGW30,265$1,604 12/31/2023
Financial Advocates Investment Management28,436$1,507 12/31/2023
     CGW28,436$1,507 12/31/2023
Concord Wealth Partners27,907$1,479 12/31/2023
     CGW27,907$1,479 12/31/2023
Creative Financial Designs Inc. ADV26,856$1,424 12/31/2023
     CGW26,856$1,424 12/31/2023
Bridge Advisory LLC24,185$1,343 03/31/2024
     CGW24,185$1,343 03/31/2024
OLD Mission Capital LLC24,778$1,313 12/31/2023
     CGW24,778$1,313 12/31/2023
Captrust Financial Advisors19,822$1,051 12/31/2023
     CGW19,822$1,051 12/31/2023
Northern Trust Corp19,300$1,023 12/31/2023
     CGW19,300$1,023 12/31/2023
Comerica Bank18,987$1,006 12/31/2023
     CGW18,987$1,006 12/31/2023
BNP Paribas Arbitrage SA18,191$964 12/31/2023
     CGW18,191$964 12/31/2023
Wealth Enhancement Advisory Services LLC16,286$904 03/31/2024
     CGW16,286$904 03/31/2024
Bank of Montreal Can16,897$901 12/31/2023
     CGW16,897$901 12/31/2023
Park Avenue Securities LLC15,706$872 03/31/2024
     CGW15,706$872 03/31/2024
Atria Wealth Solutions Inc.16,320$865 12/31/2023
     CGW16,320$865 12/31/2023
Envestnet Asset Management Inc.16,142$856 12/31/2023
     CGW16,142$856 12/31/2023
Greenwich Wealth Management LLC15,930$844 12/31/2023
     CGW15,930$844 12/31/2023
Wade G W & Inc.15,239$808 12/31/2023
     CGW15,239$808 12/31/2023
Fiduciary Alliance LLC14,611$807 03/31/2024
     CGW14,611$807 03/31/2024
Stratos Wealth Partners LTD.14,479$804 03/31/2024
     CGW14,479$804 03/31/2024
Balanced Rock Investment Advisor14,025$743 12/31/2023
     CGW14,025$743 12/31/2023
Widmann Financial Services Inc.13,506$716 12/31/2023
     CGW13,506$716 12/31/2023
Kestra Advisory Services LLC13,491$715 12/31/2023
     CGW13,491$715 12/31/2023
Keel Point LLC12,670$704 03/31/2024
     CGW12,670$704 03/31/2024
JPMorgan Chase & Co.12,943$686 12/31/2023
     CGW12,943$686 12/31/2023
Mariner LLC12,478$661 12/31/2023
     CGW12,478$661 12/31/2023
Creative Planning11,555$613 12/31/2023
     CGW11,555$613 12/31/2023
Comprehensive Financial Consultants Institutional Inc.11,357$602 12/31/2023
     CGW11,357$602 12/31/2023
Perigon Wealth Management LLC11,304$599 12/31/2023
     CGW11,304$599 12/31/2023
Cerity Partners LLC11,154$592 12/31/2023
     CGW11,154$592 12/31/2023
Exencial Wealth Advisors LLC11,169$592 12/31/2023
     CGW11,169$592 12/31/2023
Diversified Trust Co10,500$583 03/31/2024
     CGW10,500$583 03/31/2024
TIAA Trust National Association9,223$489 12/31/2023
     CGW9,223$489 12/31/2023
Kestra Private Wealth Services LLC9,175$486 12/31/2023
     CGW9,175$486 12/31/2023
Stifel Financial Corp8,481$450 12/31/2023
     CGW8,481$450 12/31/2023
Middleton & Co Inc MA8,400$445 12/31/2023
     CGW8,400$445 12/31/2023
Colony Group LLC8,146$432 12/31/2023
     CGW8,146$432 12/31/2023
Miracle Mile Advisors LLC7,500$416 03/31/2024
     CGW7,500$416 03/31/2024
Key Client Fiduciary Advisors LLC7,242$402 03/31/2024
     CGW7,242$402 03/31/2024
Janney Montgomery Scott LLC7,579$402 12/31/2023
     CGW7,579$402 12/31/2023
Financial Perspectives Inc7,151$397 03/31/2024
     CGW7,151$397 03/31/2024
Cetera Investment Advisers6,972$370 12/31/2023
     CGW6,972$370 12/31/2023
CI Private Wealth LLC6,981$370 12/31/2023
     CGW6,981$370 12/31/2023
Phoenix Wealth Advisors7,041$369 12/31/2023
     CGW7,041$369 12/31/2023
Meridian Investment Counsel Inc.6,900$366 12/31/2023
     CGW6,900$366 12/31/2023
Transform Wealth LLC6,556$364 03/31/2024
     CGW6,556$364 03/31/2024
CIBC Private Wealth Group LLC6,626$351 12/31/2023
     CGW6,626$351 12/31/2023
Castle Rock Wealth Management LLC6,325$325 12/31/2023
     CGW6,325$325 12/31/2023
Nations Financial Group Inc. IA ADV6,091$323 12/31/2023
     CGW6,091$323 12/31/2023
Trust Point Inc.5,612$312 03/31/2024
     CGW5,612$312 03/31/2024
Washington Trust Advisors Inc.5,433$288 12/31/2023
     CGW5,433$288 12/31/2023
Private Advisor Group LLC5,415$287 12/31/2023
     CGW5,415$287 12/31/2023
Nalls Sherbakoff Group LLC5,388$286 12/31/2023
     CGW5,388$286 12/31/2023
FMR LLC5,338$283 12/31/2023
     CGW5,338$283 12/31/2023
Gould Asset Management LLC CA5,250$278 12/31/2023
     CGW5,250$278 12/31/2023
Lantern Wealth Advisors LLC5,100$270 12/31/2023
     CGW5,100$270 12/31/2023
Mercer Global Advisors Inc. ADV5,037$267 12/31/2023
     CGW5,037$267 12/31/2023
Citadel Advisors LLC4,948$262 12/31/2023
     CGW4,948$262 12/31/2023
Avantax Advisory Services Inc.4,915$261 12/31/2023
     CGW4,915$261 12/31/2023
EP Wealth Advisors LLC4,875$258 12/31/2023
     CGW4,875$258 12/31/2023
NCM Capital Management LLC4,759$252 12/31/2023
     CGW4,759$252 12/31/2023
Parkside Advisors LLC4,416$245 03/31/2024
     CGW4,416$245 03/31/2024
Transcend Wealth Collective LLC4,525$240 12/31/2023
     CGW4,525$240 12/31/2023
Scotia Capital Inc.4,441$235 12/31/2023
     CGW4,441$235 12/31/2023
STA Wealth Management LLC4,350$231 12/31/2023
     CGW4,350$231 12/31/2023
The PNC Financial Services Group Inc.4,325$229 12/31/2023
     CGW4,325$229 12/31/2023
Sigma Planning Corp4,308$228 12/31/2023
     CGW4,308$228 12/31/2023
Wealthstream Advisors Inc.4,234$224 12/31/2023
     CGW4,234$224 12/31/2023
Johnson Investment Counsel Inc.4,204$223 12/31/2023
     CGW4,204$223 12/31/2023
Resurgent Financial Advisors LLC4,148$220 12/31/2023
     CGW4,148$220 12/31/2023
RFG Advisory LLC3,950$219 03/31/2024
     CGW3,950$219 03/31/2024
RSM US Wealth Management LLC4,054$215 12/31/2023
     CGW4,054$215 12/31/2023
Joel Isaacson & Co. LLC4,000$212 12/31/2023
     CGW4,000$212 12/31/2023
Franklin Resources Inc.3,947$209 12/31/2023
     CGW3,947$209 12/31/2023
National Asset Management Inc.3,939$209 12/31/2023
     CGW3,939$209 12/31/2023
Great Diamond Partners LLC3,934$209 12/31/2023
     CGW3,934$209 12/31/2023
Parallel Advisors LLC3,868$205 12/31/2023
     CGW3,868$205 12/31/2023
Spire Wealth Management3,640$186 12/31/2023
     CGW3,640$186 12/31/2023
Whittier Trust Co. of Nevada Inc.3,200$170 12/31/2023
     CGW3,200$170 12/31/2023
CWM LLC3,027$168 03/31/2024
     CGW3,027$168 03/31/2024
Citigroup Inc.3,064$162 12/31/2023
     CGW3,064$162 12/31/2023
Principal Securities Inc.2,678$142 12/31/2023
     CGW2,678$142 12/31/2023
Blair William & Co. IL2,633$140 12/31/2023
     CGW2,633$140 12/31/2023
Harbour Investments Inc.2,551$135 12/31/2023
     CGW2,551$135 12/31/2023
Qube Research & Technologies Ltd2,412$128 12/31/2023
     CGW2,412$128 12/31/2023
Tompkins Financial Corp2,000$111 03/31/2024
     CGW2,000$111 03/31/2024
North Star Investment Management Corp.2,060$109 12/31/2023
     CGW2,060$109 12/31/2023
Farther Finance Advisors LLC2,046$108 12/31/2023
     CGW2,046$108 12/31/2023
Clearstead Advisors LLC1,925$102 12/31/2023
     CGW1,925$102 12/31/2023
Tortoise Investment Management LLC1,800$95 12/31/2023
     CGW1,800$95 12/31/2023
Millburn Ridgefield Corp1,743$92 12/31/2023
     CGW1,743$92 12/31/2023
Glassman Wealth Services1,719$91 12/31/2023
     CGW1,719$91 12/31/2023
Jones Financial Companies Lllp1,704$90 12/31/2023
     CGW1,704$90 12/31/2023
Advisory Services Network LLC1,520$81 12/31/2023
     CGW1,520$81 12/31/2023
Fifth Third Bancorp1,500$80 12/31/2023
     CGW1,500$80 12/31/2023
United Community Bank1,475$78 12/31/2023
     CGW1,475$78 12/31/2023
Versant Capital Management Inc1,266$70 03/31/2024
     CGW1,266$70 03/31/2024
Cape Investment Advisory Inc.1,255$67 12/31/2023
     CGW1,255$67 12/31/2023
AdvisorNet Financial Inc1,000$56 03/31/2024
     CGW1,000$56 03/31/2024
1832 Asset Management L.P.1,050$56 12/31/2023
     CGW1,050$56 12/31/2023
Creekmur Asset Management LLC1,000$53 12/31/2023
     CGW1,000$53 12/31/2023
Dunhill Financial LLC963$51 12/31/2023
     CGW963$51 12/31/2023
New England Capital Financial Advisors LLC937$50 12/31/2023
     CGW937$50 12/31/2023
Capital Investment Advisory Services LLC914$48 12/31/2023
     CGW914$48 12/31/2023
CVA Family Office LLC800$44 03/31/2024
     CGW800$44 03/31/2024
Geneos Wealth Management Inc.814$43 12/31/2023
     CGW814$43 12/31/2023
Salem Investment Counselors Inc.700$39 03/31/2024
     CGW700$39 03/31/2024
O Shaughnessy Asset Management LLC638$34 12/31/2023
     CGW638$34 12/31/2023
Carolina Wealth Advisors LLC518$29 03/31/2024
     CGW518$29 03/31/2024
Hanson & Doremus Investment Management534$28 12/31/2023
     CGW534$28 12/31/2023
Legacy Bridge LLC500$27 12/31/2023
     CGW500$27 12/31/2023
Operose Advisors LLC500$27 12/31/2023
     CGW500$27 12/31/2023
LGT Financial Advisors LLC500$27 12/31/2023
     CGW500$27 12/31/2023
Mather Group LLC.486$26 03/31/2024
     CGW486$26 03/31/2024
Fortis Group Advisors LLC488$26 12/31/2023
     CGW488$26 12/31/2023
Trust Co. of Vermont425$23 12/31/2023
     CGW425$23 12/31/2023
Smartleaf Asset Management LLC350$19 12/31/2023
     CGW350$19 12/31/2023
Planning Capital Management Corp356$19 12/31/2023
     CGW356$19 12/31/2023
McClarren Financial Advisors Inc.245$13 12/31/2023
     CGW245$13 12/31/2023
Evolution Advisers Inc.220$12 12/31/2023
     CGW220$12 12/31/2023
DHJJ Financial Advisors Ltd.191$11 03/31/2024
     CGW191$11 03/31/2024
Main Management LLC200$11 12/31/2023
     CGW200$11 12/31/2023
Mark Sheptoff Financial Planning LLC200$11 12/31/2023
     CGW200$11 12/31/2023
Whittier Trust Co.196$10 12/31/2023
     CGW196$10 12/31/2023
Pacific Center for Financial Services195$10 12/31/2023
     CGW195$10 12/31/2023
Founders Financial Alliance LLC184$10 12/31/2023
     CGW184$10 12/31/2023
Glenmede Trust Co. NA175$9 12/31/2023
     CGW175$9 12/31/2023
Harbor Investment Advisory LLC150$8 03/31/2024
     CGW150$8 03/31/2024
Sage Mountain Advisors LLC147$8 12/31/2023
     CGW147$8 12/31/2023
Ables Iannone Moore & Associates Inc.150$8 12/31/2023
     CGW150$8 12/31/2023
DB Wealth Management Group LLC141$7 12/31/2023
     CGW141$7 12/31/2023
Pflug Koory LLC100$6 03/31/2024
     CGW100$6 03/31/2024
Wolff Wiese Magana LLC93$5 03/31/2024
     CGW93$5 03/31/2024
AlphaCore Capital LLC100$5 12/31/2023
     CGW100$5 12/31/2023
IFP Advisors Inc80$4 12/31/2023
     CGW80$4 12/31/2023
Resources Management Corp CT ADV53$3 12/31/2023
     CGW53$3 12/31/2023
Baystate Wealth Management LLC50$3 12/31/2023
     CGW50$3 12/31/2023
Allworth Financial LP53$3 12/31/2023
     CGW53$3 12/31/2023
Tradewinds Capital Management LLC36$2 03/31/2024
     CGW36$2 03/31/2024
Key Financial Inc30$2 12/31/2023
     CGW30$2 12/31/2023
Mendota Financial Group LLC20$1 12/31/2023
     CGW20$1 12/31/2023
Proequities Inc.0$0 12/31/2023
     CGW0$0 12/31/2023
ORG Partners LLC0$0 12/31/2023
     CGW0$0 12/31/2023

See Summary: Institutional Holders of CGW
See Details: Top 10 Hedge Funds Holding CGW
Also See: CGW Holdings Changes

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