Institutional shares held 27.4 Million
3.1K calls
1.6K puts
Total value of holdings $2.79B
$315K calls
$162K puts
# of Institutions 613


Latest Institutional Activity in DSI

Top Purchases

Q1 2025
Cerity Partners LLC Shares Held: 293K ($29.8M)
Q1 2025
Main Street Investment Advisors LLC Shares Held: 14.1K ($1.44M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 2.03M ($207M)
Q1 2025
Sofi Wealth, LLC Shares Held: 12K ($1.22M)
Q1 2025
Merit Financial Group, LLC Shares Held: 11.9K ($1.21M)

Top Sells

Q1 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 446K ($45.4M)
Q1 2025
Ameritas Advisory Services, LLC Shares Held: 127K ($12.9M)
Q1 2025
Soa Wealth Advisors, Llc. Shares Held: 12.7K ($1.29M)
Q1 2025
First Affirmative Financial Network Shares Held: 40.5K ($4.12M)
Q1 2025
Dunhill Financial, LLC Shares Held: 102K ($10.4M)

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