Institutional shares held 10.7 Million
0 calls
0 puts
Total value of holdings $166M
$0 calls
$0 puts
Market Cap N/A
Institutional ownership N/A
# of Institutions 81


Latest Institutional Activity in DLY

Top Purchases

Q1 2025
Le Conte Wealth Management, LLC Shares Held: 973K ($15.1M)
Q1 2025
Journey Advisory Group, LLC Shares Held: 198K ($3.07M)
Q1 2025
Pensionmark Financial Group, LLC Shares Held: 299K ($4.65M)
Q1 2025
Commonwealth Equity Services, LLC Shares Held: 104K ($1.61M)
Q1 2025
Royal Bank Of Canada Shares Held: 580K ($9M)

Top Sells

Q1 2025
Captrust Financial Advisors Shares Held: 97.1K ($1.51M)
Q1 2025
Atria Wealth Solutions, Inc. Shares Held: 53.2K ($826K)
Q1 2025
Morgan Stanley Shares Held: 2.06M ($32M)
Q1 2025
Rockefeller Capital Management L.P. Shares Held: 34.8K ($540K)
Q1 2025
Bank Of America Corp Shares Held: 162K ($2.51M)

About DLY


Insider Transactions at DLY

Insider Transaction List

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Date Insider Transaction Ownership Type Shares Traded Value / Price
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Last 12 Months Summary

Buy / Acquisition
0 Shares
From 0 Insiders
Sell / Disposition
0 Shares
From 0 Insiders

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