Institutional shares held 186 Million
0 calls
0 puts
Total value of holdings $7.01B
$0 calls
$0 puts
# of Institutions 494


Latest Institutional Activity in SDVY

Top Purchases

Q2 2025
Capital Investment Advisors, LLC Shares Held: 3.97M ($150M)
Q2 2025
Harbour Investments, Inc. Shares Held: 2.84M ($107M)
Q2 2025
Stone X Group Inc. Shares Held: 588K ($22.2M)
Q2 2025
Northwestern Mutual Wealth Management CO Shares Held: 1.94M ($73.2M)
Q2 2025
Richmond Investment Services, LLC Shares Held: 561K ($21.2M)

Top Sells

Q2 2025
Wells Fargo & Company Shares Held: 12M ($452M)
Q2 2025
New Edge Advisors, LLC Shares Held: 954K ($36M)
Q2 2025
Advance Capital Management, Inc. Shares Held: 9.02K ($341K)
Q2 2025
Raymond James Financial Inc Shares Held: 12M ($454M)
Q2 2025
Csenge Advisory Group Shares Held: 188K ($7.1M)

About SDVY

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