Institutional shares held 622,704
40.8K calls
33.6K puts
Total value of holdings $52.3M
$3.43M calls
$2.82M puts
# of Institutions 53


Latest Institutional Activity in DDM

Top Purchases

Q1 2025
Gen Wealth Group, Inc. Shares Held: 70.7K ($5.94M)
Q1 2025
Dale Q Rice Investment Management LTD Shares Held: 2.53K ($212K)
Q1 2025
Cpr Investments Inc. Shares Held: 22.8K ($1.91M)
Q1 2025
Castleview Partners, LLC Shares Held: 9.97K ($838K)
Q1 2025
Capital Investment Advisory Services, LLC Shares Held: 2.6K ($219K)

Top Sells

Q1 2025
Vision Point Advisory Group, LLC Shares Held: 7.11K ($597K)
Q1 2025
Discipline Wealth Solutions, LLC Shares Held: 6.18K ($519K)
Q1 2025
Koshinski Asset Management, Inc. Shares Held: 12.7K ($1.07M)
Q1 2025
Capital Investment Counsel, Inc Shares Held: 33.3K ($2.8M)
Q1 2025
Beaton Management Co. Inc. Shares Held: 8.55K ($719K)

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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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