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Dave (DAVE) Institutional Ownership

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$208.99 -0.22 (-0.11%)
Closing price 04:00 PM Eastern
Extended Trading
$209.12 +0.13 (+0.06%)
As of 07:40 PM Eastern
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Institutional Ownership Changes (13F Filings) for Dave (NASDAQ:DAVE)

Current
Institutional Ownership
Percentage
18.01%
Number of
Institutional Buyers
(last 12 months)
10
Total
Institutional Inflows
(last 12 months)
$8.83M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$7.36M
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DAVE Institutional Buying and Selling by Quarter

Dave Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/23/2025Kingswood Wealth Advisors LLC775$208K0.0%N/A0.006%
7/23/2025KLP Kapitalforvaltning AS1,900$510K0.0%+11.8%0.014%
7/18/2025 Robeco Institutional Asset Management B.V.10,694$2.87M0.0%N/A0.080%
7/18/2025 Precision Wealth Strategies LLC2,023$543K0.2%-46.1%0.015%
7/11/2025 Harbour Capital Advisors LLC2,300$621K0.1%N/A0.017%
7/11/2025 Diversified Trust Co2,548$684K0.0%-2.4%0.019%
7/10/2025 Wealth Enhancement Advisory Services LLC2,327$656K0.0%N/A0.017%
7/10/2025 Baader Bank Aktiengesellschaft2,200$591K0.0%N/A0.016%
7/9/2025 Pallas Capital Advisors LLC845$227K0.0%N/A0.006%
7/3/2025 Garde Capital Inc.790$212K0.0%-11.2%0.006%
6/27/2025Goldman Sachs Group Inc.91,347$7.55M0.0%-47.5%0.685%
5/16/2025Great Lakes Advisors LLC42,179$3.49M0.0%N/A0.331%
5/14/2025MetLife Investment Management LLC4,658$385K0.0%-2.2%0.037%
11/15/2024Quadrature Capital Ltd18,402$737K0.0%+4.9%0.145%
11/14/2024MetLife Investment Management LLC4,763$190K0.0%+129.1%0.038%
(Data available from 1/1/2016 forward)

DAVE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DAVE shares?

During the previous two years, 14 institutional investors and hedge funds held shares of Dave. The most heavily invested institutionals were Goldman Sachs Group Inc. ($7.55M), Great Lakes Advisors LLC ($3.49M), Robeco Institutional Asset Management B.V. ($2.87M), Quadrature Capital Ltd ($737K), Diversified Trust Co ($684K), Wealth Enhancement Advisory Services LLC ($656K), and Harbour Capital Advisors LLC ($621K).Learn more on Dave's institutional investors.

What percentage of Dave's stock is owned by institutional investors?

18.01% of Dave's stock is owned by institutional investors. Learn more on DAVE's institutional investor holdings.

Which institutional investors have been buying Dave's stock?

Of the 10 institutional investors that purchased Dave's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Great Lakes Advisors LLC ($42.18K), Robeco Institutional Asset Management B.V. ($10.69K), MetLife Investment Management LLC ($2.68K), Wealth Enhancement Advisory Services LLC ($2.33K), Harbour Capital Advisors LLC ($2.30K), Baader Bank Aktiengesellschaft ($2.20K), and Quadrature Capital Ltd ($863.00).

How much institutional buying is happening at Dave?

Institutional investors have bought a total of 65,067 shares in the last 24 months. This purchase volume represents approximately $8.83M in transactions.

Which of Dave's major shareholders have been selling company stock?

The following institutional investors have sold Dave stock in the last 24 months: Goldman Sachs Group Inc. ($82.64K), Precision Wealth Strategies LLC ($1.73K), MetLife Investment Management LLC ($105.00), Garde Capital Inc. ($100.00), and Diversified Trust Co ($62.00).

How much institutional selling is happening at Dave?

Institutional investors have sold a total of 84,639 shares in the last 24 months. This volume of shares sold represents approximately $7.36M in transactions.



This page (NASDAQ:DAVE) was last updated on 7/24/2025 by MarketBeat.com Staff
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