Institutional shares held 245 Million
2K calls
0 puts
Total value of holdings $6.53B
$53K calls
$0 puts
# of Institutions 585


Latest Institutional Activity in DFAX

Top Purchases

Q1 2025
Rfg Advisory, LLC Shares Held: 5.74M ($155M)
Q1 2025
Factory Mutual Insurance CO Shares Held: 2.86M ($77.1M)
Q1 2025
Farther Finance Advisors, LLC Shares Held: 342K ($9.22M)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 527K ($14.2M)
Q1 2025
Cloud Capital Management, LLC Shares Held: 309K ($8.34M)

Top Sells

Q1 2025
Envestnet Asset Management Inc Shares Held: 7.7M ($208M)
Q1 2025
Elser Financial Planning, Inc Shares Held: 22.3K ($601K)
Q1 2025
Destiny Wealth Partners, LLC Shares Held: 399K ($10.7M)
Q1 2025
Evanson Asset Management, LLC Shares Held: 2.38M ($64.3M)
Q1 2025
Great Waters Wealth Management Shares Held: 4.36M ($117M)

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
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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×
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E - Expiration of short derivative position×
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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×
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J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
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