Institutional shares held 43.8 Million
0 calls
0 puts
Total value of holdings $3.82B
$0 calls
$0 puts
# of Institutions 481


Latest Institutional Activity in DLN

Top Purchases

Q4 2025
Fidelis I M, LLC Shares Held: 268K ($23.3M)
Q4 2025
Clg LLC Shares Held: 434K ($37.8M)
Q4 2025
Lee Kelleher Wealth Management Shares Held: 372K ($32.4M)
Q4 2025
Nerd Wallet Wealth Partners, LLC Shares Held: 222K ($19.4M)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 157K ($13.7M)

Top Sells

Q4 2025
Spring Vest Wealth Management LLC Shares Held: 4.19K ($365K)
Q4 2025
High Net Worth Advisory Group LLC Shares Held: 12.6K ($1.1M)
Q4 2025
Aspiriant, LLC Shares Held: 88.9K ($7.75M)
Q4 2025
Sax Wealth Advisors, LLC Shares Held: 3.87K ($337K)
Q4 2025
Assetmark, Inc Shares Held: 44.1K ($3.84M)

About DLN

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