Institutional shares held 16.8 Million
0 calls
0 puts
Total value of holdings $733M
$0 calls
$0 puts
# of Institutions 119


Latest Institutional Activity in TDVG

Top Purchases

Q3 2025
Sequoia Financial Advisors, LLC Shares Held: 3.76M ($164M)
Q3 2025
Yarger Wealth Strategies, LLC Shares Held: 390K ($17M)
Q3 2025
Winthrop Advisory Group LLC Shares Held: 18.2K ($795K)
Q3 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 89.6K ($3.9M)
Q3 2025
Saxony Capital Management, LLC Shares Held: 7.48K ($326K)

Top Sells

Q3 2025
Commonwealth Equity Services, LLC Shares Held: 473K ($20.6M)
Q3 2025
Formidable Asset Management, LLC Shares Held: 58.6K ($2.55M)
Q3 2025
Frontier Asset Management, LLC Shares Held: 203K ($8.85M)
Q3 2025
Strategic Blueprint, LLC Shares Held: 13.6K ($590K)
Q3 2025
Adirondack Trust CO Shares Held: 5.55K ($242K)

About TDVG

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