Institutional shares held 6.19 Million
0 calls
0 puts
Total value of holdings $361M
$0 calls
$0 puts
# of Institutions 128


Latest Institutional Activity in DWM

Top Purchases

Q1 2025
Merit Financial Group, LLC Shares Held: 33.9K ($1.98M)
Q1 2025
Mc Namara Financial Services, Inc. Shares Held: 4.91K ($287K)
Q1 2025
Nbc Securities, Inc. Shares Held: 3.21K ($187K)
Q1 2025
Lowe Wealth Advisors, LLC Shares Held: 320 ($18.7K)
Q1 2025
Inspirion Wealth Advisors, LLC Shares Held: 6.06K ($354K)

Top Sells

Q1 2025
Moller Financial Services Shares Held: 113K ($6.58M)
Q1 2025
Beacon Financial Group Shares Held: 10.9K ($634K)
Q4 2024
Envestnet Asset Management Inc Shares Held: 49.3K ($2.88M)
Q4 2024
Lpl Financial LLC Shares Held: 712K ($41.6M)
Q4 2024
Susquehanna International Group, LLP Shares Held: 26.4K ($1.54M)

About DWM

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