Institutional shares held 9.14 Million
0 calls
0 puts
Total value of holdings $767M
$0 calls
$0 puts
# of Institutions 219


Latest Institutional Activity in DTD

Top Purchases

Q4 2025
Envision Financial LLC Shares Held: 65.5K ($5.5M)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 18.1K ($1.52M)
Q4 2025
Park Avenue Securities LLC Shares Held: 11.5K ($963K)
Q3 2025
Retirement Planning Group Shares Held: 232K ($19.5M)
Q3 2025
Cornerstone Planning Group LLC Shares Held: 127K ($10.7M)

Top Sells

Q4 2025
Melone Private Wealth, LLC Shares Held: 80.2K ($6.73M)
Q3 2025
Bank Of America Corp Shares Held: 1.64M ($138M)
Q3 2025
Cetera Investment Advisers Shares Held: 158K ($13.3M)
Q3 2025
Vestmark Advisory Solutions, Inc. Shares Held: 63.1K ($5.29M)
Q3 2025
Regions Financial Corp Shares Held: 4.8K ($403K)

About DTD

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