Institutional shares held 24.4 Million
0 calls
2.5K puts
Total value of holdings $3.1B
$0 calls
$316K puts
# of Institutions 652


Latest Institutional Activity in DSI

Top Purchases

Q4 2025
Aspiriant, LLC Shares Held: 54.8K ($6.95M)
Q4 2025
Archer Investment Management, LLC Shares Held: 6.16K ($781K)
Q4 2025
Savvy Advisors, Inc. Shares Held: 11.5K ($1.46M)
Q4 2025
Traveka Wealth, LLC Shares Held: 3.14K ($398K)
Q4 2025
Perigon Wealth Management, LLC Shares Held: 53.8K ($6.82M)

Top Sells

Q4 2025
Mc Clarren Financial Advisors, Inc. Shares Held: 12.8K ($1.63M)
Q4 2025
Buttonwood Financial Group, LLC Shares Held: 2.54K ($322K)
Q4 2025
Oregon Pacific Wealth Management, LLC Shares Held: 4.21K ($534K)
Q4 2025
Wealthcare Advisory Partners LLC Shares Held: 47.4K ($6M)
Q4 2025
Strategic Point Investment Advisors, LLC Shares Held: 58.5K ($7.42M)

About DSI

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