Institutional shares held 44.1 Million
9.6K calls
0 puts
Total value of holdings $1.02B
$222K calls
$0 puts
# of Institutions 279


Latest Institutional Activity in DFAR

Top Purchases

Q2 2025
Pathstone Holdings, LLC Shares Held: 501K ($11.6M)
Q2 2025
Curio Wealth, LLC Shares Held: 228K ($5.27M)
Q2 2025
Financial Harvest, LLC Shares Held: 224K ($5.18M)
Q2 2025
Summit Wealth Group LLC / CO Shares Held: 186K ($4.3M)
Q2 2025
Prudential Financial Inc Shares Held: 2.49M ($57.7M)

Top Sells

Q2 2025
High Tower Advisors, LLC Shares Held: 2.14M ($49.6M)
Q2 2025
Brown Financial Advisory Shares Held: 166K ($3.85M)
Q2 2025
Commonwealth Equity Services, LLC Shares Held: 178K ($4.13M)
Q2 2025
Austin Wealth Management, LLC Shares Held: 103K ($2.4M)
Q2 2025
Savant Capital, LLC Shares Held: 609K ($14.1M)

About DFAR

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