Institutional shares held 167 Million
0 calls
0 puts
Total value of holdings $4.34B
$0 calls
$0 puts
# of Institutions 537


Latest Institutional Activity in DFAE

Top Purchases

Q1 2025
Pioneer Wealth Management Group Shares Held: 552K ($14.3M)
Q1 2025
Enterprise Bank & Trust CO Shares Held: 303K ($7.88M)
Q1 2025
Moody National Bank Trust Division Shares Held: 97.5K ($2.53M)
Q1 2025
Collective Family Office LLC Shares Held: 504K ($13.1M)
Q1 2025
West Financial Advisors, LLC Shares Held: 953K ($24.8M)

Top Sells

Q1 2025
Hfg Wealth Management, LLC Shares Held: 49.6K ($1.29M)
Q1 2025
Presidio Capital Management, LLC Shares Held: 11.3K ($292K)
Q1 2025
Advisor Net Financial, Inc Shares Held: 65.1K ($1.69M)
Q1 2025
Ifg Advisors, LLC Shares Held: 14.5K ($376K)
Q1 2025
Marquette Asset Management, LLC Shares Held: 668K ($17.3M)

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