Institutional shares held 66.3 Million
0 calls
0 puts
Total value of holdings $1.95B
$0 calls
$0 puts
# of Institutions 326


Latest Institutional Activity in DISV

Top Purchases

Q1 2025
Rialto Wealth Management, LLC Shares Held: 55.7K ($1.64M)
Q1 2025
Quantum Financial Advisors, LLC Shares Held: 550K ($16.2M)
Q1 2025
Collective Family Office LLC Shares Held: 199K ($5.88M)
Q1 2025
Breakwater Capital Group Shares Held: 7.14K ($211K)
Q1 2025
Shearwater Capital LLC Shares Held: 26.2K ($772K)

Top Sells

Q1 2025
Advisory Alpha, LLC Shares Held: 8.19K ($242K)
Q1 2025
Disciplined Investments, LLC Shares Held: 16.6K ($489K)
Q1 2025
Firethorn Wealth Partners, LLC Shares Held: 24K ($708K)
Q1 2025
Prosperity Planning, Inc. Shares Held: 52.4K ($1.54M)
Q1 2025
Emprise Bank Shares Held: 34.8K ($1.03M)

About DISV

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