Institutional shares held 66.3 Million
0 calls
0 puts
Total value of holdings $1.95B
$0 calls
$0 puts
# of Institutions 326


Latest Institutional Activity in DISV

Top Purchases

Q1 2025
Rialto Wealth Management, LLC Shares Held: 55.7K ($1.64M)
Q1 2025
Quantum Financial Advisors, LLC Shares Held: 550K ($16.2M)
Q1 2025
Collective Family Office LLC Shares Held: 199K ($5.88M)
Q1 2025
Breakwater Capital Group Shares Held: 7.14K ($211K)
Q1 2025
Shearwater Capital LLC Shares Held: 26.2K ($772K)

Top Sells

Q1 2025
Advisory Alpha, LLC Shares Held: 8.19K ($242K)
Q1 2025
Disciplined Investments, LLC Shares Held: 16.6K ($489K)
Q1 2025
Firethorn Wealth Partners, LLC Shares Held: 24K ($708K)
Q1 2025
Prosperity Planning, Inc. Shares Held: 52.4K ($1.54M)
Q1 2025
Emprise Bank Shares Held: 34.8K ($1.03M)

About DISV

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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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