Institutional shares held 168 Million
500 calls
0 puts
Total value of holdings $7.95B
$23K calls
$0 puts
# of Institutions 753


Latest Institutional Activity in DFAT

Top Purchases

Q1 2025
Crestmont Private Wealth LLC Shares Held: 187K ($8.86M)
Q1 2025
Simplicity Wealth,Llc Shares Held: 70.3K ($3.33M)
Q1 2025
Hmv Wealth Advisors, LLC Shares Held: 165K ($7.83M)
Q1 2025
Farther Finance Advisors, LLC Shares Held: 123K ($5.82M)
Q1 2025
Eclectic Associates Inc Shares Held: 70.8K ($3.35M)

Top Sells

Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 2.17M ($103M)
Q1 2025
Rfg Advisory, LLC Shares Held: 53.3K ($2.52M)
Q1 2025
Apella Capital, LLC Shares Held: 1.64M ($77.6M)
Q1 2025
Trust CO Of The South Shares Held: 1.78M ($84.1M)
Q1 2025
Scratch Capital LLC Shares Held: 160K ($7.57M)

About DFAT

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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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