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Institutional Holders of CGW

There is a long list of 184 institutional holders of CGW within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of CGW by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-CGW table below, the initial column indicates the name of each top institutional holder of CGW, with a link to that fund's top holdings. The next columns indicate the amount of CGW stock held by each of the institutional holders of CGW, followed by the CGW position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

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.576,813$32,030 03/31/2024
     CGW576,813$32,030 03/31/2024
Weatherly Asset Management L. P.472,688$26,248 03/31/2024
     CGW472,688$26,248 03/31/2024
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
Cambridge Investment Research Advisors Inc.111,397$6,186 03/31/2024
     CGW111,397$6,186 03/31/2024
Commonwealth Equity Services LLC106,432$5,910 03/31/2024
     CGW106,432$5,910 03/31/2024
Money Design Co. Ltd.99,681$5,535 03/31/2024
     CGW99,681$5,535 03/31/2024
Wells Fargo & Company MN102,062$5,410 12/31/2023
     CGW102,062$5,410 12/31/2023
Baron Financial Group LLC97,360$5,406 03/31/2024
     CGW97,360$5,406 03/31/2024
LPL Financial LLC92,096$4,882 12/31/2023
     CGW92,096$4,882 12/31/2023
Raymond James & Associates82,866$4,602 03/31/2024
     CGW82,866$4,602 03/31/2024
Cetera Advisors LLC84,963$4,504 12/31/2023
     CGW84,963$4,504 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
Simplicity Wealth LLC68,111$3,782 03/31/2024
     CGW68,111$3,782 03/31/2024
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
Focus Financial Network Inc.43,711$2,360 03/31/2024
     CGW43,711$2,360 03/31/2024
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.29,314$1,628 03/31/2024
     CGW29,314$1,628 03/31/2024
Financial Advocates Investment Management28,436$1,579 03/31/2024
     CGW28,436$1,579 03/31/2024
Creative Financial Designs Inc. ADV27,388$1,521 03/31/2024
     CGW27,388$1,521 03/31/2024
BNP Paribas Arbitrage SA26,404$1,466 03/31/2024
     CGW26,404$1,466 03/31/2024
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
Concord Wealth Partners20,895$1,160 03/31/2024
     CGW20,895$1,160 03/31/2024
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
Wealth Enhancement Advisory Services LLC16,286$904 03/31/2024
     CGW16,286$904 03/31/2024

See All: Funds Holding CGW
See Details: Top 10 Hedge Funds Holding CGW
Also See: CGW Holdings Changes

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