Institutional shares held 7.08 Million
0 calls
0 puts
Total value of holdings $319M
$0 calls
$0 puts
# of Institutions 57


Latest Institutional Activity in DWLD

Top Purchases

Q3 2025
Kestra Advisory Services, LLC Shares Held: 67.4K ($3.04M)
Q3 2025
Cetera Investment Advisers Shares Held: 684K ($30.8M)
Q3 2025
Integrity Wealth Advisors, Inc. Shares Held: 119K ($5.35M)
Q3 2025
Lpl Financial LLC Shares Held: 237K ($10.7M)
Q3 2025
Stifel Financial Corp Shares Held: 325K ($14.7M)

Top Sells

Q3 2025
Northwestern Mutual Wealth Management CO Shares Held: 82.1K ($3.7M)
Q3 2025
Commonwealth Equity Services, LLC Shares Held: 40.6K ($1.83M)
Q3 2025
Royal Bank Of Canada Shares Held: 313K ($14.1M)
Q3 2025
Integrated Wealth Concepts LLC Shares Held: 6.96K ($313K)
Q3 2025
Morgan Stanley Shares Held: 1.57M ($70.6M)

About DWLD

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