Institutional shares held 12.3 Million
0 calls
0 puts
Total value of holdings $494M
$0 calls
$0 puts
# of Institutions 108


Latest Institutional Activity in DDWM

Top Purchases

Q2 2025
Park National Corp Shares Held: 2.63M ($106M)
Q2 2025
Burns Matteson Capital Management, LLC Shares Held: 67.3K ($2.71M)
Q2 2025
Envestnet Asset Management Inc Shares Held: 576K ($23.2M)
Q2 2025
Simplicity Wealth,Llc Shares Held: 58.3K ($2.35M)
Q2 2025
D.A. Davidson & Co. Shares Held: 58.3K ($2.35M)

Top Sells

Q2 2025
Optima Capital LLC Shares Held: 38.6K ($1.56M)
Q2 2025
Assured Partners Investment Advisors, LLC Shares Held: 9.25K ($373K)
Q2 2025
Exchange Capital Management, Inc. Shares Held: 442K ($17.8M)
Q2 2025
Crux Wealth Advisors Shares Held: 14.1K ($567K)
Q2 2025
Ffg Retirement Advisors LLC Shares Held: 101K ($4.07M)

About DDWM

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