Institutional shares held 66.8 Million
0 calls
0 puts
Total value of holdings $1.95B
$0 calls
$0 puts
# of Institutions 326


Latest Institutional Activity in DISV

Top Purchases

Q1 2025
Ritholtz Wealth Management Shares Held: 1.65M ($48.1M)
Q1 2025
Henrickson Nauta Wealth Advisors, Inc. Shares Held: 300K ($8.77M)
Q1 2025
Baker Ellis Asset Management LLC Shares Held: 421K ($12.3M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 589K ($17.2M)
Q1 2025
Rialto Wealth Management, LLC Shares Held: 55.7K ($1.63M)

Top Sells

Q1 2025
Evanson Asset Management, LLC Shares Held: 948K ($27.7M)
Q1 2025
Advisory Alpha, LLC Shares Held: 8.19K ($239K)
Q1 2025
Claris Advisors, LLC Shares Held: 247K ($7.2M)
Q1 2025
Lam Group, Inc. Shares Held: 192K ($5.59M)
Q1 2025
Ronald Blue Trust, Inc. Shares Held: 56.4K ($1.65M)

About DISV

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