Institutional shares held 327,501
0 calls
0 puts
Total value of holdings $13.5M
$0 calls
$0 puts
# of Institutions 21


Latest Institutional Activity in DEMZ

Top Purchases

Q2 2025
Winnow Wealth LLC Shares Held: 10.4K ($427K)
Q2 2025
Advisor Net Financial, Inc Shares Held: 3.96K ($163K)
Q2 2025
Financially Speaking Inc Shares Held: 1.27K ($52.3K)
Q2 2025
Advisor Group Holdings, Inc. Shares Held: 108K ($4.43M)
Q2 2025
Cwm, LLC Shares Held: 1.41K ($57.8K)

Top Sells

Q2 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 57.7K ($2.37M)
Q2 2025
Morgan Stanley Shares Held: 674 ($27.7K)
Q1 2025
Mendota Financial Group, LLC Shares Held: 669 ($27.5K)
Q2 2022
North Star Investment Management Corp. Shares Held: 0 ($0)

About DEMZ

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