Institutional shares held 230 Million
0 calls
0 puts
Total value of holdings $5.87B
$0 calls
$0 puts
# of Institutions 527


Latest Institutional Activity in DFAX

Top Purchases

Q4 2024
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Shares Held: 2.03M ($51.9M)
Q4 2024
Life Planning Partners, Inc Shares Held: 1.15M ($29.4M)
Q4 2024
Strathmore Capital Advisors, Inc. Shares Held: 1.04M ($26.5M)
Q4 2024
Better Wealth, LLC Shares Held: 1.75M ($44.8M)
Q4 2024
Great Waters Wealth Management Shares Held: 4.61M ($118M)

Top Sells

Q4 2024
Asset Dedication, LLC Shares Held: 2.42M ($61.9M)
Q4 2024
Cherrydale Wealth Management, LLC Shares Held: 567K ($14.5M)
Q4 2024
Cliftonlarsonallen Wealth Advisors, LLC Shares Held: 1.48M ($37.8M)
Q4 2024
Morton Capital Management Llc/Ca Shares Held: 2.04M ($52.1M)
Q4 2024
Evernest Financial Advisors, LLC Shares Held: 147K ($3.76M)

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