Institutional shares held 224 Million
0 calls
0 puts
Total value of holdings $5.57B
$0 calls
$0 puts
# of Institutions 513


Latest Institutional Activity in DFAX

Top Purchases

Q4 2024
Strathmore Capital Advisors, Inc. Shares Held: 1.04M ($25.9M)
Q4 2024
Great Waters Wealth Management Shares Held: 4.61M ($115M)
Q4 2024
Capstone Wealth Management, LLC Shares Held: 245K ($6.13M)
Q4 2024
Cardinal Point Capital Management, Ulc Shares Held: 1.23M ($30.8M)
Q4 2024
Shanker Valleau Wealth Advisors, Inc. Shares Held: 1.46M ($36.5M)

Top Sells

Q4 2024
Cherrydale Wealth Management, LLC Shares Held: 567K ($14.2M)
Q4 2024
Cliftonlarsonallen Wealth Advisors, LLC Shares Held: 1.48M ($37M)
Q4 2024
Morton Capital Management Llc/Ca Shares Held: 2.04M ($51M)
Q4 2024
Apella Capital, LLC Shares Held: 873K ($21.8M)
Q4 2024
Kraft Asset Management, LLC Shares Held: 99K ($2.48M)

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