Institutional shares held 150 Million
4.6K calls
200 puts
Total value of holdings $12.8B
$391K calls
$17K puts
# of Institutions 790


Latest Institutional Activity in DGRW

Top Purchases

Q2 2025
Duncan Williams Asset Management, LLC Shares Held: 443K ($37.7M)
Q2 2025
Prime Capital Investment Advisors, LLC Shares Held: 1.4M ($119M)
Q2 2025
Belpointe Asset Management LLC Shares Held: 282K ($24M)
Q2 2025
Park Avenue Securities LLC Shares Held: 55.3K ($4.7M)
Q2 2025
Hb Wealth Management, LLC Shares Held: 277K ($23.6M)

Top Sells

Q2 2025
Ameritas Advisory Services, LLC Shares Held: 22.3K ($1.89M)
Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 1.16M ($98.5M)
Q2 2025
Spinnaker Investment Group, LLC Shares Held: 549K ($46.7M)
Q2 2025
Rvw Wealth, LLC Shares Held: 804K ($68.4M)
Q2 2025
Archer Investment Management, LLC Shares Held: 58.3K ($4.96M)

About DGRW

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