Institutional shares held 10.3 Million
0 calls
0 puts
Total value of holdings $164M
$0 calls
$0 puts
# of Institutions 103


Latest Institutional Activity in MDIV

Top Purchases

Q3 2025
Stifel Financial Corp Shares Held: 565K ($9M)
Q3 2025
Lpl Financial LLC Shares Held: 1.29M ($20.6M)
Q3 2025
Cetera Investment Advisers Shares Held: 336K ($5.35M)
Q3 2025
Total Clarity Wealth Management, Inc. Shares Held: 109K ($1.74M)
Q3 2025
Harbour Investments, Inc. Shares Held: 387K ($6.17M)

Top Sells

Q3 2025
Raymond James Financial Inc Shares Held: 237K ($3.77M)
Q3 2025
Ameriprise Financial Inc Shares Held: 1.5M ($23.9M)
Q3 2025
Wells Fargo & Company Shares Held: 317K ($5.06M)
Q3 2025
Concurrent Investment Advisors, LLC Shares Held: 16.1K ($257K)
Q3 2025
Capital Investment Advisory Services, LLC Shares Held: 181K ($2.89M)

About MDIV

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