Institutional shares held 5.55 Million
0 calls
0 puts
Total value of holdings $373M
$0 calls
$0 puts
# of Institutions 141


Latest Institutional Activity in DWM

Top Purchases

Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 332K ($22.3M)
Q4 2025
Inspirion Wealth Advisors, LLC Shares Held: 6.24K ($419K)
Q4 2025
Kmg Fiduciary Partners, LLC Shares Held: 13K ($875K)
Q4 2025
4 Wealth Advisors, Inc. Shares Held: 3.35K ($225K)
Q3 2025
Bank Of America Corp Shares Held: 388K ($26M)

Top Sells

Q4 2025
Envision Financial LLC Shares Held: 47.4K ($3.18M)
Q4 2025
Jfs Wealth Advisors, LLC Shares Held: 71.7K ($4.82M)
Q4 2025
Stratos Wealth Advisors, LLC Shares Held: 21.2K ($1.42M)
Q4 2025
Davenport & CO LLC Shares Held: 14.2K ($952K)
Q4 2025
Moller Financial Services Shares Held: 103K ($6.9M)

About DWM

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