D.A. Davidson & Co. Hartford Multifactor Emerging Transaction History
D.A. Davidson & Co.
- $15.1 Billion
- Q3 2025
Shares
8 transactions
Others Institutions Holding ROAM
# of Institutions
20Shares Held
1.07MCall Options Held
0Put Options Held
0-
Stratos Wealth Partners, Ltd.394KShares$11.4 Million0.14% of portfolio
-
Lpl Financial LLC Fort Mill, SC312KShares$9.04 Million0.0% of portfolio
-
Sanctuary Advisors, LLC Indianapolis, IN107KShares$3.11 Million0.02% of portfolio
-
Resource Planning Group53.3KShares$1.55 Million0.75% of portfolio
-
Fermata Advisors, LLC Sonoma, CA35KShares$1.02 Million0.28% of portfolio