Institutional shares held 111 Million
600 calls
8.2K puts
Total value of holdings $2.85B
$15K calls
$210K puts
# of Institutions 419


Latest Institutional Activity in DFSV

Top Purchases

Q1 2025
Rfg Advisory, LLC Shares Held: 480K ($12.3M)
Q1 2025
Ritholtz Wealth Management Shares Held: 2.45M ($62.9M)
Q1 2025
Trust CO Of The South Shares Held: 340K ($8.72M)
Q1 2025
Scratch Capital LLC Shares Held: 189K ($4.85M)
Q1 2025
Wealth Advisors Northwest LLC Shares Held: 429K ($11M)

Top Sells

Q1 2025
Signet Financial Management, LLC Shares Held: 139K ($3.57M)
Q1 2025
Quantum Financial Advisors, LLC Shares Held: 88.8K ($2.28M)
Q1 2025
Global Trust Asset Management, LLC Shares Held: 24.5K ($627K)
Q1 2025
Simplicity Wealth,Llc Shares Held: 8.64K ($222K)
Q1 2025
Fifth Third Bancorp Shares Held: 2.85K ($73.1K)

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P - Open market or private purchase×
S - Open market or private sale×
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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×
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E - Expiration of short derivative position×
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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×
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U - Disposition due to a tender of shares in a change of control transaction×
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