Institutional shares held 41.3 Million
1.9K calls
0 puts
Total value of holdings $928M
$42K calls
$0 puts
# of Institutions 252


Latest Institutional Activity in DFAR

Top Purchases

Q1 2025
Vista Wealth Management Group, LLC Shares Held: 3.13M ($70.5M)
Q1 2025
Pillar Financial Advisors, LLC Shares Held: 222K ($5M)
Q1 2025
Disciplined Investments, LLC Shares Held: 116K ($2.61M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 100K ($2.25M)
Q1 2025
Bcu Wealth Advisors, LLC Shares Held: 122K ($2.74M)

Top Sells

Q1 2025
Wealth Advisors Northwest LLC Shares Held: 41.8K ($941K)
Q1 2025
Crestmont Private Wealth LLC Shares Held: 338K ($7.6M)
Q1 2025
Global Trust Asset Management, LLC Shares Held: 10.7K ($240K)
Q1 2025
Signature Resources Capital Management, LLC Shares Held: 39.3K ($885K)
Q1 2025
Rockwood Wealth Management, LLC Shares Held: 198K ($4.46M)

About DFAR

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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