Institutional shares held 17.9 Million
0 calls
0 puts
Total value of holdings $792M
$0 calls
$0 puts
# of Institutions 118


Latest Institutional Activity in TDVG

Top Purchases

Q4 2025
Saxony Capital Management, LLC Shares Held: 29.9K ($1.32M)
Q4 2025
Lighthouse Wealth Management Inc. Shares Held: 35.5K ($1.57M)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 103K ($4.54M)
Q4 2025
Mb, Levis & Associates, LLC Shares Held: 17.9K ($792K)
Q4 2025
Vision Point Advisory Group, LLC Shares Held: 11.1K ($489K)

Top Sells

Q4 2025
Adirondack Trust CO Shares Held: 2.3K ($102K)
Q3 2025
Fundamentun, LLC Shares Held: 10.3K ($455K)
Q3 2025
Commonwealth Equity Services, LLC Shares Held: 473K ($21M)
Q3 2025
Formidable Asset Management, LLC Shares Held: 58.6K ($2.59M)
Q3 2025
Kestra Private Wealth Services, LLC Shares Held: 78.2K ($3.46M)

About TDVG

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