Institutional shares held 5.56 Million
0 calls
0 puts
Total value of holdings $373M
$0 calls
$0 puts
# of Institutions 142


Latest Institutional Activity in DWM

Top Purchases

Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 332K ($22.3M)
Q4 2025
Valley National Advisers Inc Shares Held: 4.01K ($269K)
Q4 2025
Valmark Advisers, Inc. Shares Held: 308K ($20.6M)
Q4 2025
Inspirion Wealth Advisors, LLC Shares Held: 6.24K ($419K)
Q4 2025
Merit Financial Group, LLC Shares Held: 47.4K ($3.18M)

Top Sells

Q4 2025
Smallwood Wealth Investment Management, LLC Shares Held: 57.4K ($3.85M)
Q4 2025
Envision Financial LLC Shares Held: 47.4K ($3.18M)
Q4 2025
Jfs Wealth Advisors, LLC Shares Held: 71.7K ($4.82M)
Q4 2025
Stratos Wealth Advisors, LLC Shares Held: 21.2K ($1.42M)
Q4 2025
Octavia Wealth Advisors, LLC Shares Held: 13.8K ($927K)

About DWM

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