Institutional shares held 65.9 Million
0 calls
0 puts
Total value of holdings $1.86B
$0 calls
$0 puts
# of Institutions 322


Latest Institutional Activity in DISV

Top Purchases

Q4 2024
Buckingham Strategic Partners Shares Held: 2.23M ($62.9M)
Q4 2024
Financial Harvest, LLC Shares Held: 412K ($11.6M)
Q4 2024
Great Oak Capital Partners, LLC Shares Held: 650K ($18.3M)
Q4 2024
United Wealth Management, LLC Shares Held: 276K ($7.78M)
Q4 2024
Merriman Wealth Management, LLC Shares Held: 8.87M ($250M)

Top Sells

Q4 2024
Del Sette Capital Management, LLC Shares Held: 25.2K ($711K)
Q4 2024
Old Mission Capital LLC Shares Held: 92.9K ($2.62M)
Q4 2024
Forvis Wealth Advisors, LLC Shares Held: 274K ($7.72M)
Q4 2024
Mariner, LLC Shares Held: 39.5K ($1.11M)
Q4 2024
Miramar Fiduciary Corp Shares Held: 459K ($12.9M)

About DISV

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