Institutional shares held 11.3 Million
0 calls
0 puts
Total value of holdings $178M
$0 calls
$0 puts
# of Institutions 110


Latest Institutional Activity in MDIV

Top Purchases

Q3 2025
Rockport Wealth LLC Shares Held: 243K ($3.83M)
Q3 2025
Intrua Financial, LLC Shares Held: 32.1K ($506K)
Q3 2025
Coastal Investment Advisors, Inc. Shares Held: 2.43K ($38.2K)
Q3 2025
Janney Montgomery Scott LLC Shares Held: 52.6K ($829K)
Q3 2025
International Assets Investment Management, LLC Shares Held: 48.6K ($766K)

Top Sells

Q3 2025
Concurrent Investment Advisors, LLC Shares Held: 16.1K ($254K)
Q3 2025
Commonwealth Equity Services, LLC Shares Held: 701K ($11M)
Q3 2025
Farther Finance Advisors, LLC Shares Held: 15.3K ($242K)
Q3 2025
Cx Institutional Shares Held: 844 ($13.3K)
Q2 2025
Wells Fargo & Company Shares Held: 354K ($5.57M)

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