Institutional shares held 4.84 Million
0 calls
0 puts
Total value of holdings $219M
$0 calls
$0 puts
# of Institutions 56


Latest Institutional Activity in DFNL

Top Purchases

Q4 2025
Perigon Wealth Management, LLC Shares Held: 18K ($818K)
Q4 2025
Melone Private Wealth, LLC Shares Held: 11.5K ($522K)
Q4 2025
Davenport & CO LLC Shares Held: 9.8K ($444K)
Q4 2025
Lodestone Wealth Management LLC Shares Held: 165 ($7.48K)
Q4 2025
Central Pacific Bank Trust Division Shares Held: 80 ($3.63K)

Top Sells

Q4 2025
Next Level Private LLC Shares Held: 81.7K ($3.7M)
Q3 2025
Axiom Financial Strategies, LLC Shares Held: 26.4K ($1.19M)
Q3 2025
Commonwealth Equity Services, LLC Shares Held: 13.1K ($593K)
Q3 2025
Raymond James Financial Inc Shares Held: 35.3K ($1.6M)
Q3 2025
Stifel Financial Corp Shares Held: 26.4K ($1.2M)

About DFNL

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