Institutional shares held 8.72 Million
12.6K calls
0 puts
Total value of holdings $135M
$195K calls
$0 puts
# of Institutions 88


Latest Institutional Activity in FDD

Top Purchases

Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 24.9K ($387K)
Q2 2025
Silver Oak Securities, Inc Shares Held: 20.1K ($311K)
Q2 2025
Next Level Private LLC Shares Held: 163K ($2.54M)
Q2 2025
Farther Finance Advisors, LLC Shares Held: 1.79K ($27.8K)
Q1 2025
Morgan Stanley Shares Held: 2.09M ($32.5M)

Top Sells

Q1 2025
Raymond James Financial Inc Shares Held: 210K ($3.27M)
Q1 2025
Gamma Investing LLC Shares Held: 2.78K ($43.1K)
Q1 2025
Jones Financial Companies Lllp Shares Held: 6.89K ($107K)
Q1 2025
Steward Partners Investment Advisory, LLC Shares Held: 4.53K ($70.4K)
Q1 2025
Elevated Capital Advisors, LLC Shares Held: 49.4K ($767K)

About FDD

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