Institutional shares held 5.89 Million
0 calls
0 puts
Total value of holdings $318M
$0 calls
$0 puts
# of Institutions 123


Latest Institutional Activity in DWM

Top Purchases

Q4 2024
Envision Financial LLC Shares Held: 52.7K ($2.85M)
Q4 2024
Geneos Wealth Management Inc. Shares Held: 25.9K ($1.4M)
Q4 2024
Smallwood Wealth Investment Management, LLC Shares Held: 53.7K ($2.9M)
Q4 2024
Cibc World Market Inc. Shares Held: 46.3K ($2.5M)
Q4 2024
Merit Financial Group, LLC Shares Held: 27.8K ($1.5M)

Top Sells

Q4 2024
Nbc Securities, Inc. Shares Held: 3 ($162)
Q4 2024
Octavia Wealth Advisors, LLC Shares Held: 15.8K ($853K)
Q4 2024
Falcon Wealth Planning Shares Held: 14K ($755K)
Q3 2024
Shakespeare Wealth Management, Inc. Shares Held: 52.7K ($2.85M)
Q3 2024
Legacy Financial Advisors, Inc. Shares Held: 94.8K ($5.12M)

About DWM

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