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Institutional Holders of CWB

There is a long list of 459 institutional holders of CWB 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 CWB by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-CWB table below, the initial column indicates the name of each top institutional holder of CWB, with a link to that fund's top holdings. The next columns indicate the amount of CWB stock held by each of the institutional holders of CWB, followed by the CWB 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
Bank of America Corp DE2,768,900$199,776 12/31/2023
     CWB2,768,900$199,776 12/31/2023
Morgan Stanley1,952,649$140,884 12/31/2023
     CWB1,952,649$140,884 12/31/2023
Goldman Sachs Group Inc.1,767,755$127,544 12/31/2023
     CWB1,767,755$127,544 12/31/2023
Bessemer Group Inc.1,289,519$93,039 12/31/2023
     CWB1,289,519$93,039 12/31/2023
New York Life Investment Management LLC1,216,283$87,755 12/31/2023
     CWB1,216,283$87,755 12/31/2023
LPL Financial LLC1,098,939$79,288 12/31/2023
     CWB1,098,939$79,288 12/31/2023
Delta Capital Management LLC1,071,000$78,226 03/31/2024
     CWB1,071,000$78,226 03/31/2024
Wells Fargo & Company MN1,023,041$73,812 12/31/2023
     CWB1,023,041$73,812 12/31/2023
The PNC Financial Services Group Inc.954,707$68,882 12/31/2023
     CWB954,707$68,882 12/31/2023
Deutsche Bank AG946,354$68,279 12/31/2023
     CWB946,354$68,279 12/31/2023
Bank of Montreal Can811,153$58,776 12/31/2023
     CWB811,153$58,776 12/31/2023
RIA Advisory Group LLC811,304$58,536 12/31/2023
     CWB811,304$58,536 12/31/2023
Ameriprise Financial Inc.804,804$58,054 12/31/2023
     CWB804,804$58,054 12/31/2023
Envestnet Asset Management Inc.589,993$42,568 12/31/2023
     CWB589,993$42,568 12/31/2023
UBS Group AG537,565$38,785 12/31/2023
     CWB537,565$38,785 12/31/2023
Northwestern Mutual Wealth Management Co.410,378$29,609 12/31/2023
     CWB410,378$29,609 12/31/2023
Wright Fund Managment LLC407,478$29,400 12/31/2023
     CWB407,478$29,400 12/31/2023
Royal Bank of Canada396,219$28,588 12/31/2023
     CWB396,219$28,588 12/31/2023
H&H Retirement Design & Management INC369,242$25,851 03/31/2024
     CWB369,242$25,851 03/31/2024
Fulton Breakefield Broenniman LLC335,381$24,198 12/31/2023
     CWB335,381$24,198 12/31/2023
Dakota Wealth Management289,003$21,109 03/31/2024
     CWB289,003$21,109 03/31/2024
Cambridge Investment Research Advisors Inc.279,912$20,445 03/31/2024
     CWB279,912$20,445 03/31/2024
Nomura Asset Management Co. Ltd.268,907$19,402 12/31/2023
     CWB268,907$19,402 12/31/2023
Barclays PLC268,286$19,357 12/31/2023
     CWB268,286$19,357 12/31/2023
Guggenheim Capital LLC239,033$17,246 12/31/2023
     CWB239,033$17,246 12/31/2023
Advisor Group Holdings Inc.233,832$16,872 12/31/2023
     CWB233,832$16,872 12/31/2023
ACT Advisors LLC.221,651$16,189 03/31/2024
     CWB221,651$16,189 03/31/2024
Commonwealth Equity Services LLC221,892$16,010 12/31/2023
     CWB221,892$16,010 12/31/2023
Waldron Private Wealth LLC220,712$15,924 12/31/2023
     CWB220,712$15,924 12/31/2023
Truist Financial Corp214,485$15,475 12/31/2023
     CWB214,485$15,475 12/31/2023
Lloyd Advisory Services LLC.211,450$15,444 03/31/2024
     CWB211,450$15,444 03/31/2024
River Wealth Advisors LLC207,628$14,980 12/31/2023
     CWB207,628$14,980 12/31/2023
State of Tennessee Treasury Department207,200$14,949 12/31/2023
     CWB207,200$14,949 12/31/2023
Alliancebernstein L.P.203,465$14,680 12/31/2023
     CWB203,465$14,680 12/31/2023
Allianz Asset Management GmbH200,600$14,473 12/31/2023
     CWB200,600$14,473 12/31/2023
ST Germain D J Co. Inc.188,297$13,753 03/31/2024
     CWB188,297$13,753 03/31/2024
Renaissance Technologies LLC187,100$13,499 12/31/2023
     CWB187,100$13,499 12/31/2023
XML Financial LLC186,560$13,460 12/31/2023
     CWB186,560$13,460 12/31/2023
National Asset Management Inc.180,405$13,016 12/31/2023
     CWB180,405$13,016 12/31/2023
Oppenheimer Asset Management Inc.173,777$12,538 12/31/2023
     CWB173,777$12,538 12/31/2023
Raymond James Financial Services Advisors Inc.170,317$12,440 03/31/2024
     CWB170,317$12,440 03/31/2024
Janney Montgomery Scott LLC166,756$12,032 12/31/2023
     CWB166,756$12,032 12/31/2023
Huntington National Bank166,580$12,019 12/31/2023
     CWB166,580$12,019 12/31/2023
GeoWealth Management LLC161,967$11,686 12/31/2023
     CWB161,967$11,686 12/31/2023
Stifel Financial Corp155,316$11,206 12/31/2023
     CWB155,316$11,206 12/31/2023
Goodman Advisory Group LLC150,634$10,868 12/31/2023
     CWB150,634$10,868 12/31/2023
MML Investors Services LLC143,098$10,324 12/31/2023
     CWB143,098$10,324 12/31/2023
Hilltop Holdings Inc.138,025$9,959 12/31/2023
     CWB138,025$9,959 12/31/2023
Barings LLC136,798$9,870 12/31/2023
     CWB136,798$9,870 12/31/2023
Petix & Botte Co134,803$9,726 12/31/2023
     CWB134,803$9,726 12/31/2023

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

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