Institutional shares held 186 Million
0 calls
0 puts
Total value of holdings $6.05B
$0 calls
$0 puts
# of Institutions 635


Latest Institutional Activity in DFAE

Top Purchases

Q3 2025
Washington Trust Bank Shares Held: 2.44M ($79.4M)
Q3 2025
Coldstream Capital Management Inc Shares Held: 4.49M ($146M)
Q3 2025
Cetera Investment Advisers Shares Held: 2.16M ($70.3M)
Q3 2025
Root Financial Partners, LLC Shares Held: 2.74M ($89M)
Q3 2025
Bank Of America Corp Shares Held: 5.76M ($187M)

Top Sells

Q3 2025
Ci Private Wealth, LLC Shares Held: 464K ($15.1M)
Q3 2025
Envestnet Asset Management Inc Shares Held: 1.11M ($36.1M)
Q3 2025
Integrated Wealth Concepts LLC Shares Held: 162K ($5.25M)
Q3 2025
South State Corp Shares Held: 127K ($4.14M)
Q3 2025
Atria Investments LLC Shares Held: 102K ($3.31M)

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