Institutional shares held 7.1 Million
0 calls
0 puts
Total value of holdings $544M
$0 calls
$0 puts
# of Institutions 106


Latest Institutional Activity in DWAS

Top Purchases

Q1 2025
Family Capital Trust CO Shares Held: 55.1K ($4.22M)
Q1 2025
Farther Finance Advisors, LLC Shares Held: 18.4K ($1.41M)
Q1 2025
1900 Wealth Management LLC Shares Held: 16.2K ($1.24M)
Q1 2025
Kmg Fiduciary Partners, LLC Shares Held: 23.5K ($1.8M)
Q1 2025
Morgan Rosel Wealth Management, LLC Shares Held: 5.9K ($452K)

Top Sells

Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 4.2M ($322M)
Q1 2025
Cwm, LLC Shares Held: 26.9K ($2.06M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 19.1K ($1.46M)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 64.1K ($4.91M)
Q1 2025
Trueblood Wealth Management, LLC Shares Held: 9.43K ($722K)

About DWAS

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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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