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There is a long list of 460 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.
Holder | Amount | Position Size
($ in 1000's) | As of |
Bank of America Corp DE | 2,768,900 | $199,776 | 12/31/2023 | CWB | 2,768,900 | $199,776 | 12/31/2023 | Morgan Stanley | 1,952,649 | $140,884 | 12/31/2023 | CWB | 1,952,649 | $140,884 | 12/31/2023 | Goldman Sachs Group Inc. | 1,767,755 | $127,544 | 12/31/2023 | CWB | 1,767,755 | $127,544 | 12/31/2023 | Bessemer Group Inc. | 1,289,519 | $93,039 | 12/31/2023 | CWB | 1,289,519 | $93,039 | 12/31/2023 | New York Life Investment Management LLC | 1,216,283 | $87,755 | 12/31/2023 | CWB | 1,216,283 | $87,755 | 12/31/2023 | LPL Financial LLC | 1,098,939 | $79,288 | 12/31/2023 | CWB | 1,098,939 | $79,288 | 12/31/2023 | Delta Capital Management LLC | 1,071,000 | $78,226 | 03/31/2024 | CWB | 1,071,000 | $78,226 | 03/31/2024 | Wells Fargo & Company MN | 1,023,041 | $73,812 | 12/31/2023 | CWB | 1,023,041 | $73,812 | 12/31/2023 | The PNC Financial Services Group Inc. | 954,707 | $68,882 | 12/31/2023 | CWB | 954,707 | $68,882 | 12/31/2023 | Deutsche Bank AG | 946,354 | $68,279 | 12/31/2023 | CWB | 946,354 | $68,279 | 12/31/2023 | Bank of Montreal Can | 811,153 | $58,776 | 12/31/2023 | CWB | 811,153 | $58,776 | 12/31/2023 | Ameriprise Financial Inc. | 804,804 | $58,054 | 12/31/2023 | CWB | 804,804 | $58,054 | 12/31/2023 | Envestnet Asset Management Inc. | 589,993 | $42,568 | 12/31/2023 | CWB | 589,993 | $42,568 | 12/31/2023 | Wright Fund Managment LLC | 571,678 | $41,755 | 03/31/2024 | CWB | 571,678 | $41,755 | 03/31/2024 | UBS Group AG | 537,565 | $38,785 | 12/31/2023 | CWB | 537,565 | $38,785 | 12/31/2023 | Northwestern Mutual Wealth Management Co. | 410,378 | $29,609 | 12/31/2023 | CWB | 410,378 | $29,609 | 12/31/2023 | Royal Bank of Canada | 396,219 | $28,588 | 12/31/2023 | CWB | 396,219 | $28,588 | 12/31/2023 | H&H Retirement Design & Management INC | 369,242 | $25,851 | 03/31/2024 | CWB | 369,242 | $25,851 | 03/31/2024 | Fulton Breakefield Broenniman LLC | 333,934 | $24,391 | 03/31/2024 | CWB | 333,934 | $24,391 | 03/31/2024 | Dakota Wealth Management | 289,003 | $21,109 | 03/31/2024 | CWB | 289,003 | $21,109 | 03/31/2024 | Cambridge Investment Research Advisors Inc. | 279,912 | $20,445 | 03/31/2024 | CWB | 279,912 | $20,445 | 03/31/2024 | BNP Paribas Arbitrage SA | 279,750 | $20,433 | 03/31/2024 | CWB | 279,750 | $20,433 | 03/31/2024 | Nomura Asset Management Co. Ltd. | 268,907 | $19,402 | 12/31/2023 | CWB | 268,907 | $19,402 | 12/31/2023 | Barclays PLC | 268,286 | $19,357 | 12/31/2023 | CWB | 268,286 | $19,357 | 12/31/2023 | Guggenheim Capital LLC | 239,033 | $17,246 | 12/31/2023 | CWB | 239,033 | $17,246 | 12/31/2023 | Advisor Group Holdings Inc. | 233,832 | $16,872 | 12/31/2023 | CWB | 233,832 | $16,872 | 12/31/2023 | ACT Advisors LLC. | 221,651 | $16,189 | 03/31/2024 | CWB | 221,651 | $16,189 | 03/31/2024 | Commonwealth Equity Services LLC | 219,386 | $16,024 | 03/31/2024 | CWB | 219,386 | $16,024 | 03/31/2024 | Waldron Private Wealth LLC | 220,712 | $15,924 | 12/31/2023 | CWB | 220,712 | $15,924 | 12/31/2023 | Truist Financial Corp | 214,485 | $15,475 | 12/31/2023 | CWB | 214,485 | $15,475 | 12/31/2023 | Lloyd Advisory Services LLC. | 211,450 | $15,444 | 03/31/2024 | CWB | 211,450 | $15,444 | 03/31/2024 | River Wealth Advisors LLC | 207,628 | $14,980 | 12/31/2023 | CWB | 207,628 | $14,980 | 12/31/2023 | State of Tennessee Treasury Department | 207,200 | $14,949 | 12/31/2023 | CWB | 207,200 | $14,949 | 12/31/2023 | Alliancebernstein L.P. | 203,465 | $14,680 | 12/31/2023 | CWB | 203,465 | $14,680 | 12/31/2023 | Allianz Asset Management GmbH | 200,600 | $14,473 | 12/31/2023 | CWB | 200,600 | $14,473 | 12/31/2023 | ST Germain D J Co. Inc. | 188,297 | $13,753 | 03/31/2024 | CWB | 188,297 | $13,753 | 03/31/2024 | Renaissance Technologies LLC | 187,100 | $13,499 | 12/31/2023 | CWB | 187,100 | $13,499 | 12/31/2023 | XML Financial LLC | 186,560 | $13,460 | 12/31/2023 | CWB | 186,560 | $13,460 | 12/31/2023 | National Asset Management Inc. | 180,405 | $13,016 | 12/31/2023 | CWB | 180,405 | $13,016 | 12/31/2023 | Oppenheimer Asset Management Inc. | 173,777 | $12,538 | 12/31/2023 | CWB | 173,777 | $12,538 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 170,317 | $12,440 | 03/31/2024 | CWB | 170,317 | $12,440 | 03/31/2024 | Janney Montgomery Scott LLC | 160,431 | $11,718 | 03/31/2024 | CWB | 160,431 | $11,718 | 03/31/2024 | GeoWealth Management LLC | 161,967 | $11,686 | 12/31/2023 | CWB | 161,967 | $11,686 | 12/31/2023 | Huntington National Bank | 159,316 | $11,636 | 03/31/2024 | CWB | 159,316 | $11,636 | 03/31/2024 | Stifel Financial Corp | 155,316 | $11,206 | 12/31/2023 | CWB | 155,316 | $11,206 | 12/31/2023 | Goodman Advisory Group LLC | 150,634 | $10,868 | 12/31/2023 | CWB | 150,634 | $10,868 | 12/31/2023 | MML Investors Services LLC | 143,098 | $10,324 | 12/31/2023 | CWB | 143,098 | $10,324 | 12/31/2023 | Hilltop Holdings Inc. | 138,025 | $9,959 | 12/31/2023 | CWB | 138,025 | $9,959 | 12/31/2023 | Barings LLC | 136,798 | $9,870 | 12/31/2023 | CWB | 136,798 | $9,870 | 12/31/2023 | Petix & Botte Co | 134,803 | $9,726 | 12/31/2023 | CWB | 134,803 | $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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