Institutional shares held 5.28 Million
0 calls
0 puts
Total value of holdings $175M
$0 calls
$0 puts
# of Institutions 19


Latest Institutional Activity in DIVZ

Top Purchases

Q1 2025
49 Wealth Management, LLC Shares Held: 2.62M ($86.8M)
Q1 2025
Authentikos Wealth Advisory, LLC Shares Held: 69.3K ($2.29M)
Q1 2025
Weaver Consulting Group Shares Held: 658K ($21.8M)
Q1 2025
M3 Advisory Group, LLC Shares Held: 16.8K ($554K)
Q1 2025
Jpmorgan Chase & CO Shares Held: 321 ($10.6K)

Top Sells

Q1 2025
Titleist Asset Management, LLC Shares Held: 703K ($23.2M)
Q1 2025
Financial Gravity Asset Management, Inc. Shares Held: 12.8K ($423K)
Q1 2025
Advisor Group Holdings, Inc. Shares Held: 22.9K ($757K)
Q1 2025
Insight 2811, Inc. Shares Held: 10.9K ($361K)
Q4 2024
Financial Gravity Companies, Inc. Shares Held: 10.4K ($344K)

About DIVZ

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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