Institutional shares held 17.5 Million
0 calls
0 puts
Total value of holdings $733M
$0 calls
$0 puts
# of Institutions 121


Latest Institutional Activity in DDWM

Top Purchases

Q3 2025
Capital Asset Advisory Services LLC Shares Held: 1.11M ($46.5M)
Q3 2025
Park National Corp Shares Held: 3.28M ($137M)
Q3 2025
Defined Financial Planning LLC Shares Held: 165K ($6.89M)
Q3 2025
Sk Wealth Management, LLC Shares Held: 165K ($6.9M)
Q3 2025
Burns Matteson Capital Management, LLC Shares Held: 110K ($4.59M)

Top Sells

Q3 2025
Oregon Pacific Wealth Management, LLC Shares Held: 7.55K ($315K)
Q3 2025
Pensionmark Financial Group, LLC Shares Held: 32.5K ($1.36M)
Q3 2025
Ffg Retirement Advisors LLC Shares Held: 100K ($4.19M)
Q2 2025
Northwestern Mutual Wealth Management CO Shares Held: 2.33K ($97.3K)
Q2 2025
Optima Capital LLC Shares Held: 38.6K ($1.61M)

About DDWM

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