Institutional shares held 8.15 Million
0 calls
0 puts
Total value of holdings $426M
$0 calls
$0 puts
# of Institutions 98


Latest Institutional Activity in DOL

Top Purchases

Q4 2024
Golden State Equity Partners Shares Held: 26.9K ($1.39M)
Q4 2024
Key F Inancial Inc Shares Held: 297K ($15.4M)
Q4 2024
Stonebridge Financial Group, LLC Shares Held: 9.74K ($504K)
Q4 2024
Gladstone Institutional Advisory LLC Shares Held: 41.4K ($2.14M)
Q4 2024
Newton One Investments LLC Shares Held: 2.34K ($121K)

Top Sells

Q4 2024
Avidian Wealth Solutions, LLC Shares Held: 118K ($6.12M)
Q4 2024
Psi Advisors, LLC Shares Held: 1.3K ($67.1K)
Q4 2024
Geneos Wealth Management Inc. Shares Held: 3.71K ($192K)
Q4 2024
Jfs Wealth Advisors, LLC Shares Held: 5.05K ($261K)
Q4 2024
Powers Advisory Group, LLC Shares Held: 82.9K ($4.29M)

About DOL

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