Institutional shares held 119 Million
0 calls
0 puts
Total value of holdings $5B
$0 calls
$0 puts
# of Institutions 411


Latest Institutional Activity in DFCF

Top Purchases

Q1 2025
Factory Mutual Insurance CO Shares Held: 2.79M ($117M)
Q1 2025
Sequoia Financial Advisors, LLC Shares Held: 2.11M ($88.4M)
Q1 2025
Pb Mares Wealth Management LLC Shares Held: 869K ($36.3M)
Q1 2025
Market Street Wealth Management Advisors LLC Shares Held: 1.33M ($55.7M)
Q1 2025
Farther Finance Advisors, LLC Shares Held: 292K ($12.2M)

Top Sells

Q1 2025
Spinnaker Investment Group, LLC Shares Held: 94.8K ($3.96M)
Q1 2025
New Capital Management LP Shares Held: 144K ($6.01M)
Q1 2025
Crown Wealth Group, LLC Shares Held: 6.29K ($263K)
Q1 2025
Hbk Sorce Advisory LLC Shares Held: 1.11M ($46.3M)
Q1 2025
Great Waters Wealth Management Shares Held: 2.43M ($102M)

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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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