Institutional shares held 14.5 Million
0 calls
0 puts
Total value of holdings $608M
$0 calls
$0 puts
# of Institutions 134


Latest Institutional Activity in DFIP

Top Purchases

Q1 2025
Level Financial Advisors, Inc. Shares Held: 187K ($7.86M)
Q1 2025
Apella Capital, LLC Shares Held: 166K ($6.97M)
Q1 2025
Kfg Wealth Management, LLC Shares Held: 190K ($7.99M)
Q1 2025
Hfg Wealth Management, LLC Shares Held: 10.7K ($448K)
Q4 2024
Pinney & Scofield, Inc. Shares Held: 351K ($14.8M)

Top Sells

Q1 2025
Firethorn Wealth Partners, LLC Shares Held: 13.9K ($585K)
Q1 2025
Shearwater Capital LLC Shares Held: 39.4K ($1.65M)
Q4 2024
Tru Independence Asset Management 2, LLC Shares Held: 54.6K ($2.29M)
Q4 2024
Saxony Capital Management, LLC Shares Held: 15.8K ($662K)
Q4 2024
Klingman & Associates, LLC Shares Held: 32.8K ($1.38M)

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