Institutional shares held 12.8 Million
0 calls
0 puts
Total value of holdings $459M
$0 calls
$0 puts
# of Institutions 116


Latest Institutional Activity in DNL

Top Purchases

Q1 2025
Revolve Wealth Partners, LLC Shares Held: 6.28K ($220K)
Q1 2025
Sentinel Pension Advisors Inc Shares Held: 130K ($4.55M)
Q1 2025
Sowa Financial Group, Inc. Shares Held: 14.3K ($500K)
Q1 2025
Central Trust CO Shares Held: 762 ($26.7K)
Q1 2025
Cherrydale Wealth Management, LLC Shares Held: 10.2K ($357K)

Top Sells

Q1 2025
Cerro Pacific Wealth Advisors LLC Shares Held: 118K ($4.12M)
Q1 2025
Breakwater Capital Group Shares Held: 80K ($2.8M)
Q1 2025
Rmr Wealth Builders Shares Held: 6.35K ($223K)
Q4 2024
Cyr Financial Inc. Shares Held: 32.1K ($1.13M)
Q4 2024
Ubs Group Ag Shares Held: 564K ($19.8M)

About DNL

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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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