Institutional shares held 5.58 Million
0 calls
0 puts
Total value of holdings $363M
$0 calls
$0 puts
# of Institutions 136


Latest Institutional Activity in DWM

Top Purchases

Q2 2025
Flow Traders U.S. LLC Shares Held: 53.3K ($3.47M)
Q2 2025
Lpl Financial LLC Shares Held: 527K ($34.3M)
Q2 2025
Thrive Capital Management, LLC Shares Held: 17.3K ($1.13M)
Q2 2025
Cetera Investment Advisers Shares Held: 63.7K ($4.14M)
Q2 2025
Merit Financial Group, LLC Shares Held: 46.9K ($3.05M)

Top Sells

Q2 2025
Ubs Group Ag Shares Held: 171K ($11.1M)
Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 315K ($20.5M)
Q2 2025
Morgan Stanley Shares Held: 1.03M ($66.7M)
Q2 2025
Shakespeare Wealth Management, Inc. Shares Held: 29.6K ($1.92M)
Q2 2025
Robertson Stephens Wealth Management, LLC Shares Held: 16.3K ($1.06M)

About DWM

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