Institutional shares held 132 Million
6.7K calls
0 puts
Total value of holdings $5.03B
$254K calls
$0 puts
# of Institutions 403


Latest Institutional Activity in SDVY

Top Purchases

Q3 2024
Lpl Financial LLC Shares Held: 18M ($684M)
Q3 2024
Morgan Stanley Shares Held: 15M ($569M)
Q3 2024
Park National Corp Shares Held: 2.53M ($96.3M)
Q3 2024
Wells Fargo & Company Shares Held: 10.6M ($402M)
Q3 2024
Ubs Group Ag Shares Held: 6.02M ($229M)

Top Sells

Q3 2024
Gunn & CO Investment Management, Inc. Shares Held: 110K ($4.18M)
Q3 2024
Wintrust Investments LLC Shares Held: 18.6K ($706K)
Q3 2024
Elevated Capital Advisors, LLC Shares Held: 39.4K ($1.5M)
Q3 2024
Kestra Private Wealth Services, LLC Shares Held: 410K ($15.6M)
Q3 2024
True Wealth Advisors, LLC Shares Held: 257K ($9.77M)

About SDVY

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