Institutional shares held 4.14 Million
0 calls
0 puts
Total value of holdings $98.7M
$0 calls
$0 puts
# of Institutions 20


Latest Institutional Activity in DALI

Top Purchases

Q1 2025
Strid Group, LLC Shares Held: 3.67M ($87.4M)
Q1 2025
Cherry Tree Wealth Management, LLC Shares Held: 2.43K ($57.8K)
Q4 2024
Susquehanna International Group, LLP Shares Held: 46.2K ($1.1M)
Q4 2024
Raymond James Financial Inc Shares Held: 17.7K ($422K)
Q4 2024
Harvest Investment Services, LLC Shares Held: 14.6K ($347K)

Top Sells

Q4 2024
Prospera Financial Services Inc Shares Held: 165K ($3.92M)
Q4 2024
Ifp Advisors, Inc Shares Held: 2.1K ($50K)
Q4 2024
Bank Of America Corp Shares Held: 3.63K ($86.4K)
Q4 2024
Keel Point, LLC Shares Held: 14.6K ($348K)
Q4 2024
Jpmorgan Chase & CO Shares Held: 109 ($2.6K)

About DALI

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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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