Institutional shares held 37 Million
0 calls
0 puts
Total value of holdings $1.92B
$0 calls
$0 puts
# of Institutions 147


Latest Institutional Activity in DSTL

Top Purchases

Q1 2025
Sequoia Financial Advisors, LLC Shares Held: 5.26M ($276M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 1.45M ($76M)
Q1 2025
Park Avenue Securities LLC Shares Held: 104K ($5.45M)
Q1 2025
Resonant Capital Advisors, LLC Shares Held: 932K ($48.8M)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 318K ($16.7M)

Top Sells

Q1 2025
Oregon Pacific Wealth Management, LLC Shares Held: 13.1K ($687K)
Q1 2025
Envestnet Asset Management Inc Shares Held: 352K ($18.4M)
Q1 2025
Green Square Capital Advisors LLC Shares Held: 595K ($31.2M)
Q1 2025
Accurate Wealth Management, LLC Shares Held: 11.5K ($602K)
Q1 2025
Truist Financial Corp Shares Held: 26.1K ($1.37M)

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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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