Institutional shares held 6.51 Million
0 calls
0 puts
Total value of holdings $210M
$0 calls
$0 puts
# of Institutions 67


Latest Institutional Activity in IDOG

Top Purchases

Q1 2025
Avantax Planning Partners, Inc. Shares Held: 1M ($32.3M)
Q1 2025
Genesee Capital Advisors, LLC Shares Held: 91.5K ($2.95M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 141K ($4.54M)
Q1 2025
Fermata Advisors, LLC Shares Held: 27.6K ($891K)
Q1 2025
Nbc Securities, Inc. Shares Held: 1.58K ($51K)

Top Sells

Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 10.2K ($328K)
Q1 2025
First Horizon Advisors, Inc. Shares Held: 120K ($3.86M)
Q1 2025
Private Trust CO Na Shares Held: 846 ($27.3K)
Q1 2025
Brady Martz Wealth Solutions, LLC Shares Held: 348K ($11.2M)
Q4 2024
Bank Of America Corp Shares Held: 287K ($9.26M)

About IDOG

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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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