Institutional shares held 223 Million
900 calls
0 puts
Total value of holdings $6.06B
$24K calls
$0 puts
# of Institutions 347


Latest Institutional Activity in DFIC

Top Purchases

Q3 2024
Von Borstel & Associates, Inc. Shares Held: 655K ($17.8M)
Q3 2024
Cannon Financial Strategists, Inc. Shares Held: 3.13M ($85.1M)
Q3 2024
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Shares Held: 560K ($15.2M)
Q3 2024
Jmg Financial Group, Ltd. Shares Held: 2.86M ($77.9M)
Q3 2024
Mattern Wealth Management LLC Shares Held: 622K ($16.9M)

Top Sells

Q3 2024
Simplicity Wealth,Llc Shares Held: 127K ($3.46M)
Q3 2024
Great Waters Wealth Management Shares Held: 1.36M ($37M)
Q3 2024
Signature Resources Capital Management, LLC Shares Held: 331K ($8.99M)
Q3 2024
Commonwealth Equity Services, LLC Shares Held: 1.23M ($33.4M)
Q3 2024
Evanson Asset Management, LLC Shares Held: 658K ($17.9M)

About DFIC

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