Institutional shares held 3.34 Million
0 calls
0 puts
Total value of holdings $132M
$0 calls
$0 puts
# of Institutions 101


Latest Institutional Activity in DSEP

Top Purchases

Q1 2025
Tounjian Advisory Partners, LLC Shares Held: 41.4K ($1.64M)
Q1 2025
Life Wealth Investments, LLC Shares Held: 55K ($2.18M)
Q1 2025
Silver Oak Securities, Inc Shares Held: 15K ($596K)
Q1 2025
Farther Finance Advisors, LLC Shares Held: 10.2K ($403K)
Q1 2025
Heritage Oak Wealth Advisors LLC Shares Held: 5.67K ($225K)

Top Sells

Q1 2025
Truist Financial Corp Shares Held: 60.6K ($2.4M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 176K ($6.97M)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 43.7K ($1.73M)
Q1 2025
Beacon Financial Group Shares Held: 11.7K ($463K)
Q1 2025
Cwm, LLC Shares Held: 91.3K ($3.62M)

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