Institutional shares held 5.54 Million
0 calls
0 puts
Total value of holdings $366M
$0 calls
$0 puts
# of Institutions 134


Latest Institutional Activity in DWM

Top Purchases

Q3 2025
One Ascent Financial Services LLC Shares Held: 9.54K ($631K)
Q3 2025
Valmark Advisers, Inc. Shares Held: 305K ($20.2M)
Q3 2025
Smallwood Wealth Investment Management, LLC Shares Held: 60.8K ($4.02M)
Q3 2025
Frazier Financial Advisors, LLC Shares Held: 17.5K ($1.16M)
Q3 2025
Commonwealth Equity Services, LLC Shares Held: 15.6K ($1.03M)

Top Sells

Q3 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 305K ($20.2M)
Q3 2025
Moller Financial Services Shares Held: 103K ($6.82M)
Q3 2025
Envision Financial LLC Shares Held: 50.4K ($3.33M)
Q3 2025
Envestnet Asset Management Inc Shares Held: 43.1K ($2.85M)
Q3 2025
Tobias Financial Advisors, Inc. Shares Held: 55.9K ($3.7M)

About DWM

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