Institutional shares held 5.86 Million
0 calls
0 puts
Total value of holdings $315M
$0 calls
$0 puts
# of Institutions 126


Latest Institutional Activity in DWM

Top Purchases

Q3 2024
Valmark Advisers, Inc. Shares Held: 182K ($9.81M)
Q3 2024
Morgan Stanley Shares Held: 1.08M ($58M)
Q3 2024
Robertson Stephens Wealth Management, LLC Shares Held: 28.8K ($1.55M)
Q3 2024
Creative One Wealth, LLC Shares Held: 13.2K ($709K)
Q3 2024
Ubs Group Ag Shares Held: 262K ($14.1M)

Top Sells

Q3 2024
Shakespeare Wealth Management, Inc. Shares Held: 52.7K ($2.84M)
Q3 2024
Legacy Financial Advisors, Inc. Shares Held: 94.8K ($5.1M)
Q3 2024
Lpl Financial LLC Shares Held: 741K ($39.9M)
Q3 2024
Jane Street Group, LLC Shares Held: 25.1K ($1.35M)
Q3 2024
Wealth Enhancement Advisory Services, LLC Shares Held: 379K ($20.4M)

About DWM

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