Institutional shares held 174 Million
4K calls
0 puts
Total value of holdings $5.49B
$125K calls
$0 puts
# of Institutions 514


Latest Institutional Activity in SDVY

Top Purchases

Q1 2025
Park National Corp Shares Held: 3.1M ($97.5M)
Q1 2025
Capital Investment Advisors, LLC Shares Held: 3.73M ($117M)
Q1 2025
Focus Financial Network, Inc. Shares Held: 372K ($11.7M)
Q1 2025
Lifestyle Asset Management, Inc. Shares Held: 279K ($8.79M)
Q1 2025
Key Client Fiduciary Advisors, LLC Shares Held: 134K ($4.23M)

Top Sells

Q1 2025
Presidio Capital Management, LLC Shares Held: 7.44K ($234K)
Q1 2025
Secure Asset Management, LLC Shares Held: 52.9K ($1.67M)
Q1 2025
Farther Finance Advisors, LLC Shares Held: 28.6K ($901K)
Q1 2025
Daymark Wealth Partners, LLC Shares Held: 378K ($11.9M)
Q1 2025
Whipplewood Advisors, LLC Shares Held: 8.35K ($263K)

About SDVY

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