Institutional shares held 133 Million
0 calls
0 puts
Total value of holdings $9.18B
$0 calls
$0 puts
# of Institutions 841


Latest Institutional Activity in DFAS

Top Purchases

Q2 2025
Creative Planning Shares Held: 20.2M ($1.39B)
Q2 2025
Midwest Trust CO Shares Held: 1.87M ($129M)
Q2 2025
Premier Financial Group Shares Held: 1.16M ($79.8M)
Q2 2025
Sageworth Trust CO Shares Held: 964K ($66.3M)
Q2 2025
Bank Of America Corp Shares Held: 6.22M ($428M)

Top Sells

Q2 2025
Great Valley Advisor Group, Inc. Shares Held: 18.3K ($1.26M)
Q2 2025
Elser Financial Planning, Inc Shares Held: 19.5K ($1.34M)
Q2 2025
Northern Trust Corp Shares Held: 7.85M ($540M)
Q2 2025
Lpl Financial LLC Shares Held: 906K ($62.4M)
Q2 2025
Tci Wealth Advisors, Inc. Shares Held: 2.37M ($163M)

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