Institutional shares held 6.76 Million
0 calls
0 puts
Total value of holdings $243M
$0 calls
$0 puts
# of Institutions 87


Latest Institutional Activity in DDWM

Top Purchases

Q4 2024
Raymond James Financial Inc Shares Held: 795K ($28.6M)
Q4 2024
Impact Capital Partners LLC Shares Held: 102K ($3.67M)
Q4 2024
Tidemark, LLC Shares Held: 321K ($11.5M)
Q4 2024
Independent Advisor Alliance Shares Held: 36K ($1.29M)
Q4 2024
Oregon Pacific Wealth Management, LLC Shares Held: 28.4K ($1.02M)

Top Sells

Q4 2024
Lpl Financial LLC Shares Held: 945K ($34M)
Q4 2024
Fundamentun, LLC Shares Held: 587K ($21.1M)
Q4 2024
Stratos Wealth Advisors, LLC Shares Held: 24.6K ($882K)
Q4 2024
Commonwealth Equity Services, LLC Shares Held: 41.5K ($1.49M)
Q4 2024
Nbc Securities, Inc. Shares Held: 24 ($862)

About DDWM

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