Institutional shares held 6.5 Million
0 calls
0 puts
Total value of holdings $359M
$0 calls
$0 puts
# of Institutions 133

Latest Institutional Activity in DWM

Top Purchases

Q2 2024
Wealth Enhancement Advisory Services, LLC Shares Held: 426K ($23.5M)
Q2 2024
Wiley Bros. Aintree Capital, LLC Shares Held: 23K ($1.27M)
Q2 2024
Great Valley Advisor Group, Inc. Shares Held: 4.81K ($266K)
Q2 2024
Geneos Wealth Management Inc. Shares Held: 22.1K ($1.22M)
Q2 2024
New Square Capital LLC Shares Held: 59.3K ($3.27M)

Top Sells

Q2 2024
Raymond James & Associates Shares Held: 29.6K ($1.63M)
Q2 2024
Raymond James Financial Services Advisors, Inc. Shares Held: 80.5K ($4.44M)
Q2 2024
Moller Financial Services Shares Held: 120K ($6.65M)
Q2 2024
Falcon Wealth Planning Shares Held: 14K ($773K)
Q2 2024
Plimoth Trust CO LLC Shares Held: 25K ($1.38M)

About DWM

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