Institutional shares held 8.08 Million
0 calls
0 puts
Total value of holdings $425M
$0 calls
$0 puts
# of Institutions 102


Latest Institutional Activity in DOL

Top Purchases

Q4 2024
Golden State Equity Partners Shares Held: 26.9K ($1.41M)
Q4 2024
Atria Investments LLC Shares Held: 32.4K ($1.7M)
Q4 2024
Jpmorgan Chase & CO Shares Held: 357K ($18.8M)
Q4 2024
Key F Inancial Inc Shares Held: 297K ($15.6M)
Q4 2024
Raymond James Financial Inc Shares Held: 13.2K ($693K)

Top Sells

Q4 2024
Steward Partners Investment Advisory, LLC Shares Held: 1.24K ($65.4K)
Q4 2024
Wells Fargo & Company Shares Held: 48.8K ($2.57M)
Q4 2024
Huntington National Bank Shares Held: 783K ($41.2M)
Q4 2024
Avidian Wealth Solutions, LLC Shares Held: 118K ($6.22M)
Q4 2024
Cascade Financial Partners, LLC Shares Held: 200K ($10.5M)

About DOL

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