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.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Morgan Stanley | 1,086,885 | $57,614 | 12/31/2023 |
CGW | 1,086,885 | $57,614 | 12/31/2023 |
Conservest Capital Advisors Inc. | 576,813 | $32,030 | 03/31/2024 |
CGW | 576,813 | $32,030 | 03/31/2024 |
Weatherly Asset Management L. P. | 472,688 | $26,248 | 03/31/2024 |
CGW | 472,688 | $26,248 | 03/31/2024 |
UBS Group AG | 458,899 | $24,325 | 12/31/2023 |
CGW | 458,899 | $24,325 | 12/31/2023 |
Bank of America Corp DE | 283,289 | $15,017 | 12/31/2023 |
CGW | 283,289 | $15,017 | 12/31/2023 |
Personal Resources Investment & Strategic Management Inc. | 269,357 | $14,957 | 03/31/2024 |
CGW | 269,357 | $14,957 | 03/31/2024 |
Polianta Ltd | 215,800 | $11,983 | 03/31/2024 |
CGW | 215,800 | $11,983 | 03/31/2024 |
Jane Street Group LLC | 173,326 | $9,188 | 12/31/2023 |
CGW | 173,326 | $9,188 | 12/31/2023 |
Ameriprise Financial Inc. | 158,341 | $8,394 | 12/31/2023 |
CGW | 158,341 | $8,394 | 12/31/2023 |
Cetera Advisor Networks LLC | 154,358 | $8,182 | 12/31/2023 |
CGW | 154,358 | $8,182 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 111,397 | $6,186 | 03/31/2024 |
CGW | 111,397 | $6,186 | 03/31/2024 |
Commonwealth Equity Services LLC | 106,432 | $5,910 | 03/31/2024 |
CGW | 106,432 | $5,910 | 03/31/2024 |
Money Design Co. Ltd. | 99,681 | $5,535 | 03/31/2024 |
CGW | 99,681 | $5,535 | 03/31/2024 |
Wells Fargo & Company MN | 102,062 | $5,410 | 12/31/2023 |
CGW | 102,062 | $5,410 | 12/31/2023 |
Baron Financial Group LLC | 97,360 | $5,406 | 03/31/2024 |
CGW | 97,360 | $5,406 | 03/31/2024 |
LPL Financial LLC | 92,096 | $4,882 | 12/31/2023 |
CGW | 92,096 | $4,882 | 12/31/2023 |
Raymond James & Associates | 82,866 | $4,602 | 03/31/2024 |
CGW | 82,866 | $4,602 | 03/31/2024 |
Cetera Advisors LLC | 84,963 | $4,504 | 12/31/2023 |
CGW | 84,963 | $4,504 | 12/31/2023 |
Fiduciary Trust Co. | 80,563 | $4,270 | 12/31/2023 |
CGW | 80,563 | $4,270 | 12/31/2023 |
Addison Advisors LLC | 79,887 | $4,235 | 12/31/2023 |
CGW | 79,887 | $4,235 | 12/31/2023 |
Steward Partners Investment Advisory LLC | 75,273 | $3,990 | 12/31/2023 |
CGW | 75,273 | $3,990 | 12/31/2023 |
Simplicity Wealth LLC | 68,111 | $3,782 | 03/31/2024 |
CGW | 68,111 | $3,782 | 03/31/2024 |
Sawtooth Solutions LLC | 66,134 | $3,506 | 12/31/2023 |
CGW | 66,134 | $3,506 | 12/31/2023 |
Bleakley Financial Group LLC | 66,134 | $3,506 | 12/31/2023 |
CGW | 66,134 | $3,506 | 12/31/2023 |
National Bank of Canada FI | 63,996 | $3,353 | 12/31/2023 |
CGW | 63,996 | $3,353 | 12/31/2023 |
Royal Bank of Canada | 61,562 | $3,264 | 12/31/2023 |
CGW | 61,562 | $3,264 | 12/31/2023 |
HighTower Advisors LLC | 57,647 | $3,050 | 12/31/2023 |
CGW | 57,647 | $3,050 | 12/31/2023 |
FCA Corp TX | 56,968 | $3,020 | 12/31/2023 |
CGW | 56,968 | $3,020 | 12/31/2023 |
Rockefeller Capital Management L.P. | 56,761 | $3,009 | 12/31/2023 |
CGW | 56,761 | $3,009 | 12/31/2023 |
Evoke Wealth LLC | 51,893 | $2,751 | 12/31/2023 |
CGW | 51,893 | $2,751 | 12/31/2023 |
Susquehanna International Group LLP | 49,348 | $2,616 | 12/31/2023 |
CGW | 49,348 | $2,616 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 48,456 | $2,569 | 12/31/2023 |
CGW | 48,456 | $2,569 | 12/31/2023 |
Focus Financial Network Inc. | 43,711 | $2,360 | 03/31/2024 |
CGW | 43,711 | $2,360 | 03/31/2024 |
Kovitz Investment Group Partners LLC | 44,371 | $2,352 | 12/31/2023 |
CGW | 44,371 | $2,352 | 12/31/2023 |
Advisor Group Holdings Inc. | 42,588 | $2,257 | 12/31/2023 |
CGW | 42,588 | $2,257 | 12/31/2023 |
First Affirmative Financial Network | 38,912 | $2,161 | 03/31/2024 |
CGW | 38,912 | $2,161 | 03/31/2024 |
Ameritas Advisory Services LLC | 38,167 | $2,023 | 12/31/2023 |
CGW | 38,167 | $2,023 | 12/31/2023 |
Focus Financial Network Inc. ADV | 35,322 | $1,872 | 12/31/2023 |
CGW | 35,322 | $1,872 | 12/31/2023 |
US Bancorp DE | 34,793 | $1,844 | 12/31/2023 |
CGW | 34,793 | $1,844 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 29,314 | $1,628 | 03/31/2024 |
CGW | 29,314 | $1,628 | 03/31/2024 |
Financial Advocates Investment Management | 28,436 | $1,579 | 03/31/2024 |
CGW | 28,436 | $1,579 | 03/31/2024 |
Creative Financial Designs Inc. ADV | 27,388 | $1,521 | 03/31/2024 |
CGW | 27,388 | $1,521 | 03/31/2024 |
BNP Paribas Arbitrage SA | 26,404 | $1,466 | 03/31/2024 |
CGW | 26,404 | $1,466 | 03/31/2024 |
Bridge Advisory LLC | 24,185 | $1,343 | 03/31/2024 |
CGW | 24,185 | $1,343 | 03/31/2024 |
OLD Mission Capital LLC | 24,778 | $1,313 | 12/31/2023 |
CGW | 24,778 | $1,313 | 12/31/2023 |
Concord Wealth Partners | 20,895 | $1,160 | 03/31/2024 |
CGW | 20,895 | $1,160 | 03/31/2024 |
Captrust Financial Advisors | 19,822 | $1,051 | 12/31/2023 |
CGW | 19,822 | $1,051 | 12/31/2023 |
Northern Trust Corp | 19,300 | $1,023 | 12/31/2023 |
CGW | 19,300 | $1,023 | 12/31/2023 |
Comerica Bank | 18,987 | $1,006 | 12/31/2023 |
CGW | 18,987 | $1,006 | 12/31/2023 |
Wealth Enhancement Advisory Services LLC | 16,286 | $904 | 03/31/2024 |
CGW | 16,286 | $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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