Institutional shares held 192 Million
0 calls
0 puts
Total value of holdings $7.18B
$0 calls
$0 puts
# of Institutions 514


Latest Institutional Activity in SDVY

Top Purchases

Q4 2025
Maridea Wealth Management LLC Shares Held: 59.9K ($2.25M)
Q4 2025
Capital Advantage, Inc. Shares Held: 77.2K ($2.9M)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 596K ($22.3M)
Q4 2025
Precedent Wealth Partners, LLC Shares Held: 258K ($9.66M)
Q4 2025
Dagco, Inc. Shares Held: 370K ($13.9M)

Top Sells

Q4 2025
Wisconsin Wealth Advisors, LLC Shares Held: 101K ($3.8M)
Q4 2025
First Heartland Consultants, Inc. Shares Held: 232K ($8.71M)
Q4 2025
Park National Corp Shares Held: 3.41M ($128M)
Q4 2025
Nelson, Van Denburg & Campbell Wealth Management Group, LLC Shares Held: 21.4K ($802K)
Q4 2025
Davis Investment Partners, LLC Shares Held: 14.6K ($547K)

About SDVY

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