Institutional shares held 5.77 Million
0 calls
0 puts
Total value of holdings $232M
$0 calls
$0 puts
# of Institutions 140


Latest Institutional Activity in DWX

Top Purchases

Q1 2025
Columbia River Financial Group, LLC Shares Held: 303K ($12.2M)
Q1 2025
Curbstone Financial Management Corp Shares Held: 11K ($444K)
Q1 2025
Hbw Advisory Services LLC Shares Held: 5.7K ($230K)
Q1 2025
Truist Financial Corp Shares Held: 23.9K ($962K)
Q1 2025
Wayfinding Financial, LLC Shares Held: 2.73K ($110K)

Top Sells

Q1 2025
Wood Tarver Financial Group, LLC Shares Held: 5.5K ($222K)
Q1 2025
Janney Montgomery Scott LLC Shares Held: 14.6K ($586K)
Q1 2025
Envestnet Asset Management Inc Shares Held: 106K ($4.27M)
Q1 2025
Bay Capital Advisors, LLC Shares Held: 5.71K ($230K)
Q1 2025
Dumont & Blake Investment Advisors LLC Shares Held: 22.8K ($920K)

About DWX

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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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