Institutional shares held 18.2 Million
0 calls
0 puts
Total value of holdings $867M
$0 calls
$0 puts
# of Institutions 168

Latest Institutional Activity in DFNM

Top Purchases

Q1 2024
Foster Group, Inc. Shares Held: 1.26M ($60M)
Q1 2024
Wealth Enhancement Advisory Services, LLC Shares Held: 473K ($22.5M)
Q1 2024
Evanson Asset Management, LLC Shares Held: 103K ($4.92M)
Q1 2024
Apella Capital, LLC Shares Held: 272K ($13M)
Q1 2024
White Wing Wealth Management Shares Held: 23.1K ($1.1M)

Top Sells

Q1 2024
Annapolis Financial Services, LLC Shares Held: 3.87K ($184K)
Q1 2024
Helen Stephens Group, LLC Shares Held: 42.4K ($2.02M)
Q1 2024
Firethorn Wealth Partners, LLC Shares Held: 9.37K ($447K)
Q1 2024
Confluence Investment Management LLC Shares Held: 230K ($11M)
Q1 2024
Liberty Capital Management, Inc. Shares Held: 47.2K ($2.25M)

About DFNM

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