Institutional shares held 1.62 Million
0 calls
0 puts
Total value of holdings $133M
$0 calls
$0 puts
# of Institutions 64


Latest Institutional Activity in DFJ

Top Purchases

Q1 2025
Vontobel Holding Ltd. Shares Held: 81.7K ($6.67M)
Q4 2024
Raymond James Financial Inc Shares Held: 192K ($15.7M)
Q4 2024
Flow Traders U.S. LLC Shares Held: 107K ($8.75M)
Q4 2024
Wells Fargo & Company Shares Held: 62.1K ($5.07M)
Q4 2024
High Tower Advisors, LLC Shares Held: 48.2K ($3.94M)

Top Sells

Q1 2025
Schoolcraft Capital LLC Shares Held: 67.7K ($5.53M)
Q1 2025
E&G Advisors, LP Shares Held: 2.94K ($240K)
Q4 2024
Morgan Stanley Shares Held: 240K ($19.6M)
Q4 2024
Motley Fool Wealth Management, LLC Shares Held: 221K ($18M)
Q4 2024
Ubs Group Ag Shares Held: 45.7K ($3.73M)

About DFJ

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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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