Institutional shares held 133 Million
6.7K calls
0 puts
Total value of holdings $5.3B
$267K calls
$0 puts
# of Institutions 404


Latest Institutional Activity in SDVY

Top Purchases

Q3 2024
Lpl Financial LLC Shares Held: 18M ($719M)
Q3 2024
Morgan Stanley Shares Held: 15M ($597M)
Q3 2024
Park National Corp Shares Held: 2.53M ($101M)
Q3 2024
Wells Fargo & Company Shares Held: 10.6M ($422M)
Q3 2024
Ubs Group Ag Shares Held: 6.02M ($241M)

Top Sells

Q3 2024
Gunn & CO Investment Management, Inc. Shares Held: 110K ($4.38M)
Q3 2024
Wintrust Investments LLC Shares Held: 18.6K ($741K)
Q3 2024
Elevated Capital Advisors, LLC Shares Held: 39.4K ($1.57M)
Q3 2024
Kestra Private Wealth Services, LLC Shares Held: 410K ($16.4M)
Q3 2024
True Wealth Advisors, LLC Shares Held: 257K ($10.3M)

About SDVY

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