Institutional shares held 187 Million
0 calls
0 puts
Total value of holdings $7B
$0 calls
$0 puts
# of Institutions 502


Latest Institutional Activity in SDVY

Top Purchases

Q3 2025
Commonwealth Equity Services, LLC Shares Held: 3.38M ($127M)
Q3 2025
Capital Investment Advisors, LLC Shares Held: 4.17M ($156M)
Q3 2025
Jones Financial Companies Lllp Shares Held: 854K ($32M)
Q3 2025
Kpp Advisory Services LLC Shares Held: 185K ($6.93M)
Q3 2025
Owen La Rue, LLC Shares Held: 222K ($8.33M)

Top Sells

Q3 2025
Breakthru Advisory Services, LLC Shares Held: 5.81K ($218K)
Q3 2025
Csenge Advisory Group Shares Held: 40.7K ($1.53M)
Q3 2025
Ergawealth Advisors, Inc. Shares Held: 188K ($7.06M)
Q3 2025
Thurston, Springer, Miller, Herd & Titak, Inc. Shares Held: 5.17K ($194K)
Q3 2025
N.E.W. Advisory Services LLC Shares Held: 7.37K ($276K)

About SDVY

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