Institutional shares held 18.2 Million
0 calls
0 puts
Total value of holdings $767M
$0 calls
$0 puts
# of Institutions 124


Latest Institutional Activity in DDWM

Top Purchases

Q3 2025
Capital Asset Advisory Services LLC Shares Held: 1.11M ($46.8M)
Q3 2025
Axxcess Wealth Management, LLC Shares Held: 1.11M ($46.8M)
Q3 2025
Park National Corp Shares Held: 3.28M ($138M)
Q3 2025
Atria Investments LLC Shares Held: 404K ($17M)
Q3 2025
Defined Financial Planning LLC Shares Held: 165K ($6.94M)

Top Sells

Q3 2025
Tidemark, LLC Shares Held: 367K ($15.4M)
Q3 2025
Oregon Pacific Wealth Management, LLC Shares Held: 7.55K ($318K)
Q3 2025
National Asset Management, Inc. Shares Held: 19.6K ($824K)
Q3 2025
Pensionmark Financial Group, LLC Shares Held: 32.5K ($1.37M)
Q3 2025
Occidental Asset Management, LLC Shares Held: 99.7K ($4.2M)

About DDWM

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