Institutional shares held 30 Million
0 calls
0 puts
Total value of holdings $704M
$0 calls
$0 puts
# of Institutions 195


Latest Institutional Activity in DFAR

Top Purchases

Q2 2024
Aprio Wealth Management, LLC Shares Held: 160K ($3.76M)
Q2 2024
Dynamic Advisor Solutions LLC Shares Held: 352K ($8.25M)
Q2 2024
Helen Stephens Group, LLC Shares Held: 330K ($7.74M)
Q2 2024
Wealth Enhancement Advisory Services, LLC Shares Held: 69.5K ($1.63M)
Q2 2024
Core Wealth Management, Inc. Shares Held: 451K ($10.6M)

Top Sells

Q2 2024
Brown Financial Advisory Shares Held: 592K ($13.9M)
Q2 2024
Sax Wealth Advisors, LLC Shares Held: 114K ($2.68M)
Q2 2024
Crestmont Private Wealth LLC Shares Held: 351K ($8.24M)
Q2 2024
U.S. Capital Wealth Advisors, LLC Shares Held: 19.6K ($459K)
Q2 2024
Sol Capital Management CO Shares Held: 26.6K ($623K)

About DFAR

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