MISSION WEALTH MANAGEMENT, LP has added 219,680 shares of $CGDV to their portfolio, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 12-31-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $CGDV.
$CGDV Hedge Fund Activity
We have seen 448 institutional investors add shares of $CGDV stock to their portfolio, and 145 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO removed 16,264,277 shares (-97.4%) from their portfolio in Q4 2025, for an estimated $709,773,048
- LPL FINANCIAL LLC added 9,725,490 shares (+22.7%) to their portfolio in Q3 2025, for an estimated $408,762,344
- MORGAN STANLEY added 7,882,847 shares (+51.4%) to their portfolio in Q3 2025, for an estimated $331,316,059
- OSAIC HOLDINGS, INC. added 4,094,742 shares (+105.2%) to their portfolio in Q3 2025, for an estimated $172,102,006
- RAYMOND JAMES FINANCIAL INC added 2,772,053 shares (+14.3%) to their portfolio in Q3 2025, for an estimated $116,509,387
- BANK OF AMERICA CORP /DE/ added 2,688,496 shares (+20.4%) to their portfolio in Q3 2025, for an estimated $112,997,486
- CETERA INVESTMENT ADVISERS added 2,466,550 shares (+20.8%) to their portfolio in Q3 2025, for an estimated $103,669,096
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $CGDV ticker page for more data.
