Institutional shares held 5.6 Million
0 calls
0 puts
Total value of holdings $353M
$0 calls
$0 puts
# of Institutions 132


Latest Institutional Activity in DWM

Top Purchases

Q2 2025
Merit Financial Group, LLC Shares Held: 46.9K ($3.02M)
Q2 2025
4 Wealth Advisors, Inc. Shares Held: 3.44K ($222K)
Q2 2025
Duncan Williams Asset Management, LLC Shares Held: 3.27K ($211K)
Q2 2025
New Square Capital LLC Shares Held: 66.3K ($4.27M)
Q2 2025
Kmg Fiduciary Partners, LLC Shares Held: 12.6K ($809K)

Top Sells

Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 315K ($20.3M)
Q2 2025
Robertson Stephens Wealth Management, LLC Shares Held: 16.3K ($1.05M)
Q2 2025
Moller Financial Services Shares Held: 107K ($6.89M)
Q2 2025
Hbk Sorce Advisory LLC Shares Held: 54.8K ($3.53M)
Q2 2025
Envestnet Asset Management Inc Shares Held: 44.8K ($2.88M)

About DWM

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