Institutional shares held 62.1 Million
0 calls
0 puts
Total value of holdings $1.68B
$0 calls
$0 puts
# of Institutions 279


Latest Institutional Activity in DISV

Top Purchases

Q4 2024
Great Oak Capital Partners, LLC Shares Held: 650K ($17.6M)
Q4 2024
Abacus Wealth Partners, LLC Shares Held: 1.04M ($28.1M)
Q4 2024
Kaufman Rossin Wealth, LLC Shares Held: 131K ($3.54M)
Q4 2024
Jdh Wealth Management, LLC Shares Held: 120K ($3.24M)
Q4 2024
Asset Dedication, LLC Shares Held: 1.21M ($32.9M)

Top Sells

Q4 2024
Tru Independence Asset Management 2, LLC Shares Held: 116K ($3.15M)
Q4 2024
Chicago Partners Investment Group LLC Shares Held: 193K ($5.23M)
Q4 2024
Wealthcare Advisory Partners LLC Shares Held: 19.8K ($538K)
Q4 2024
Clear Creek Financial Management, LLC Shares Held: 45.4K ($1.23M)
Q4 2024
Bwm Planning, LLC Shares Held: 148K ($4M)

About DISV

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