Institutional shares held 176 Million
4K calls
0 puts
Total value of holdings $5.69B
$129K calls
$0 puts
# of Institutions 508


Latest Institutional Activity in SDVY

Top Purchases

Q1 2025
Park National Corp Shares Held: 3.1M ($101M)
Q1 2025
Capital Investment Advisors, LLC Shares Held: 3.73M ($122M)
Q1 2025
Focus Financial Network, Inc. Shares Held: 372K ($12.2M)
Q1 2025
Stratos Wealth Advisors, LLC Shares Held: 216K ($7.05M)
Q1 2025
Truist Financial Corp Shares Held: 2.8M ($91.5M)

Top Sells

Q1 2025
Presidio Capital Management, LLC Shares Held: 7.44K ($243K)
Q1 2025
Golden State Wealth Management, LLC Shares Held: 295K ($9.64M)
Q1 2025
Secure Asset Management, LLC Shares Held: 52.9K ($1.73M)
Q1 2025
Lvz, Inc. Shares Held: 2.67M ($87.2M)
Q1 2025
River Tree Advisors, LLC Shares Held: 103K ($3.35M)

About SDVY

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P - Open market or private purchase×
S - Open market or private sale×
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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×
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