Institutional shares held 12.8 Million
0 calls
0 puts
Total value of holdings $459M
$0 calls
$0 puts
# of Institutions 115


Latest Institutional Activity in DNL

Top Purchases

Q1 2025
Revolve Wealth Partners, LLC Shares Held: 6.28K ($226K)
Q1 2025
Sentinel Pension Advisors Inc Shares Held: 130K ($4.66M)
Q1 2025
Cherrydale Wealth Management, LLC Shares Held: 10.2K ($366K)
Q4 2024
Bank Of America Corp Shares Held: 1.11M ($40.1M)
Q4 2024
Raymond James Financial Inc Shares Held: 104K ($3.73M)

Top Sells

Q1 2025
Cerro Pacific Wealth Advisors LLC Shares Held: 118K ($4.23M)
Q1 2025
Breakwater Capital Group Shares Held: 80K ($2.88M)
Q4 2024
Cyr Financial Inc. Shares Held: 32.1K ($1.15M)
Q4 2024
Ubs Group Ag Shares Held: 564K ($20.3M)
Q4 2024
Private Advisor Group, LLC Shares Held: 632K ($22.7M)

About DNL

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