Institutional shares held 13 Million
0 calls
0 puts
Total value of holdings $566M
$0 calls
$0 puts
# of Institutions 117


Latest Institutional Activity in TDVG

Top Purchases

Q2 2025
Bank Of America Corp Shares Held: 1.61M ($70.3M)
Q2 2025
Northwestern Mutual Wealth Management CO Shares Held: 1.36M ($59.5M)
Q2 2025
Mbl Wealth, LLC Shares Held: 145K ($6.31M)
Q2 2025
Jones Financial Companies Lllp Shares Held: 275K ($12M)
Q2 2025
Two Sigma Investments, LP Shares Held: 39.4K ($1.72M)

Top Sells

Q2 2025
Stratos Wealth Advisors, LLC Shares Held: 11.9K ($518K)
Q2 2025
Stifel Financial Corp Shares Held: 31K ($1.35M)
Q2 2025
Wells Fargo & Company Shares Held: 1 ($43.6)
Q2 2025
Kestra Private Wealth Services, LLC Shares Held: 93.8K ($4.09M)
Q2 2025
Advisor Group Holdings, Inc. Shares Held: 6.22K ($271K)

About TDVG

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