Institutional shares held 257 Million
0 calls
0 puts
Total value of holdings $8.24B
$0 calls
$0 puts
# of Institutions 667


Latest Institutional Activity in DFAX

Top Purchases

Q4 2025
Henrickson Nauta Wealth Advisors, Inc. Shares Held: 469K ($15M)
Q4 2025
Sprinkle Financial Consultants LLC Shares Held: 39.2K ($1.26M)
Q4 2025
Bayshore Asset Management, LLC Shares Held: 226K ($7.24M)
Q4 2025
Great Oak Capital Partners, LLC Shares Held: 6.46K ($207K)
Q4 2025
Holistic Financial Partners Shares Held: 6.31K ($202K)

Top Sells

Q4 2025
Baker Tilly Wealth Management, LLC Shares Held: 33.2K ($1.06M)
Q4 2025
Cyndeo Wealth Partners, LLC Shares Held: 133K ($4.24M)
Q4 2025
Trust CO Of The South Shares Held: 364K ($11.7M)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 751K ($24M)
Q4 2025
Garrett Investment Advisors LLC Shares Held: 181K ($5.79M)

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