Institutional shares held 245 Million
2K calls
0 puts
Total value of holdings $6.6B
$53K calls
$0 puts
# of Institutions 588


Latest Institutional Activity in DFAX

Top Purchases

Q1 2025
Rfg Advisory, LLC Shares Held: 5.74M ($155M)
Q1 2025
Factory Mutual Insurance CO Shares Held: 2.86M ($77M)
Q1 2025
Allworth Financial LP Shares Held: 5.18M ($139M)
Q1 2025
Farther Finance Advisors, LLC Shares Held: 342K ($9.21M)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 527K ($14.2M)

Top Sells

Q1 2025
Envestnet Asset Management Inc Shares Held: 7.7M ($207M)
Q1 2025
Elser Financial Planning, Inc Shares Held: 22.3K ($600K)
Q1 2025
Destiny Wealth Partners, LLC Shares Held: 399K ($10.7M)
Q1 2025
Evanson Asset Management, LLC Shares Held: 2.38M ($64.2M)
Q1 2025
Great Waters Wealth Management Shares Held: 4.36M ($117M)

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