Institutional shares held 5.9 Million
0 calls
0 puts
Total value of holdings $313M
$0 calls
$0 puts
# of Institutions 124


Latest Institutional Activity in DWM

Top Purchases

Q4 2024
Envision Financial LLC Shares Held: 52.7K ($2.79M)
Q4 2024
Merit Financial Group, LLC Shares Held: 27.8K ($1.47M)
Q4 2024
Janney Montgomery Scott LLC Shares Held: 30.2K ($1.6M)
Q4 2024
Kmg Fiduciary Partners, LLC Shares Held: 11.3K ($601K)
Q4 2024
Inspirion Wealth Advisors, LLC Shares Held: 6.04K ($320K)

Top Sells

Q4 2024
Octavia Wealth Advisors, LLC Shares Held: 15.8K ($837K)
Q3 2024
Shakespeare Wealth Management, Inc. Shares Held: 52.7K ($2.8M)
Q3 2024
Legacy Financial Advisors, Inc. Shares Held: 94.8K ($5.03M)
Q3 2024
Lpl Financial LLC Shares Held: 741K ($39.3M)
Q3 2024
Jane Street Group, LLC Shares Held: 25.1K ($1.33M)

About DWM

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