Institutional shares held 245 Million
2K calls
0 puts
Total value of holdings $6.35B
$51K calls
$0 puts
# of Institutions 580


Latest Institutional Activity in DFAX

Top Purchases

Q1 2025
Rfg Advisory, LLC Shares Held: 5.74M ($149M)
Q1 2025
Factory Mutual Insurance CO Shares Held: 2.86M ($74.1M)
Q1 2025
Farther Finance Advisors, LLC Shares Held: 342K ($8.87M)
Q1 2025
Jp Wealth Management, Inc. Shares Held: 196K ($5.09M)
Q1 2025
Apella Capital, LLC Shares Held: 1.06M ($27.5M)

Top Sells

Q1 2025
Destiny Wealth Partners, LLC Shares Held: 399K ($10.3M)
Q1 2025
Great Waters Wealth Management Shares Held: 4.36M ($113M)
Q1 2025
Greenspring Advisors, LLC Shares Held: 1.77M ($45.8M)
Q1 2025
Cliftonlarsonallen Wealth Advisors, LLC Shares Held: 1.43M ($37.1M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 820K ($21.3M)

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P - Open market or private purchase×
S - Open market or private sale×
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F - Payment of exercise price or tax liability×
I - Discretionary transaction×
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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×
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L - Small Acquisition×
W - Acquisition or disposition by will or laws×
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