Institutional shares held 120 Million
10.7K calls
5.5K puts
Total value of holdings $3.63B
$323K calls
$166K puts
# of Institutions 442


Latest Institutional Activity in DFSV

Top Purchases

Q2 2025
Trust CO Of The South Shares Held: 429K ($13M)
Q2 2025
Collective Family Office LLC Shares Held: 205K ($6.19M)
Q2 2025
Higgins & Schmidt Wealth Strategies LLC Shares Held: 23.1K ($697K)
Q2 2025
Cpa Asset Management LLC Shares Held: 45.8K ($1.38M)
Q2 2025
Lam Group, Inc. Shares Held: 105K ($3.17M)

Top Sells

Q2 2025
Fiduciary Financial Group, LLC Shares Held: 35.4K ($1.07M)
Q1 2025
Essential Planning, Llc. Shares Held: 12.3K ($372K)
Q1 2025
Bank Of America Corp Shares Held: 1.25M ($37.8M)
Q1 2025
Alpha Financial Advisors, LLC Shares Held: 521K ($15.7M)
Q1 2025
Greenline Partners, LLC Shares Held: 607 ($18.3K)

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