Institutional shares held 192 Million
0 calls
0 puts
Total value of holdings $7.2B
$0 calls
$0 puts
# of Institutions 515


Latest Institutional Activity in SDVY

Top Purchases

Q4 2025
Capital Investment Advisors, LLC Shares Held: 4.38M ($164M)
Q4 2025
Crumly & Associates Inc. Shares Held: 477K ($17.9M)
Q4 2025
Baron Wealth Management LLC Shares Held: 166K ($6.22M)
Q4 2025
Davenport & CO LLC Shares Held: 86.7K ($3.25M)
Q4 2025
Maridea Wealth Management LLC Shares Held: 59.9K ($2.25M)

Top Sells

Q4 2025
Daymark Wealth Partners, LLC Shares Held: 204K ($7.63M)
Q4 2025
Wisconsin Wealth Advisors, LLC Shares Held: 101K ($3.8M)
Q4 2025
Signature Securities Group Corporation Shares Held: 35.4K ($1.33M)
Q4 2025
First Heartland Consultants, Inc. Shares Held: 232K ($8.71M)
Q4 2025
Park National Corp Shares Held: 3.41M ($128M)

About SDVY

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