Institutional shares held 238 Million
0 calls
0 puts
Total value of holdings $6.13B
$0 calls
$0 puts
# of Institutions 540


Latest Institutional Activity in DFAX

Top Purchases

Q4 2024
Tumwater Wealth Management, LLC Shares Held: 2.15M ($55.4M)
Q4 2024
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Shares Held: 2.03M ($52.3M)
Q4 2024
Raymond James Financial Inc Shares Held: 1.5M ($38.5M)
Q4 2024
Life Planning Partners, Inc Shares Held: 1.15M ($29.7M)
Q4 2024
Babb Wealth Advisors LLC Shares Held: 1.07M ($27.6M)

Top Sells

Q4 2024
Advisor Group Holdings, Inc. Shares Held: 112K ($2.87M)
Q4 2024
Financial Symmetry Inc Shares Held: 1.31M ($33.7M)
Q4 2024
Asset Dedication, LLC Shares Held: 2.42M ($62.5M)
Q4 2024
Cherrydale Wealth Management, LLC Shares Held: 567K ($14.6M)
Q4 2024
Cliftonlarsonallen Wealth Advisors, LLC Shares Held: 1.48M ($38.1M)

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