Institutional shares held 12.1 Million
0 calls
0 puts
Total value of holdings $475M
$0 calls
$0 puts
# of Institutions 111


Latest Institutional Activity in TDVG

Top Purchases

Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 55.2K ($2.19M)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 50.7K ($2.01M)
Q1 2025
Yarger Wealth Strategies, LLC Shares Held: 322K ($12.8M)
Q1 2025
United Advisor Group, LLC Shares Held: 195K ($7.73M)
Q1 2025
Lighthouse Wealth Management Inc. Shares Held: 5.76K ($228K)

Top Sells

Q1 2025
Envestnet Asset Management Inc Shares Held: 262K ($10.4M)
Q1 2025
Sequoia Financial Advisors, LLC Shares Held: 350K ($13.9M)
Q1 2025
Equita Financial Network, Inc. Shares Held: 15.5K ($613K)
Q1 2025
Strategic Blueprint, LLC Shares Held: 15.4K ($609K)
Q1 2025
Continuum Advisory, LLC Shares Held: 35.6K ($1.41M)

About TDVG

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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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