Institutional shares held 721,854
0 calls
0 puts
Total value of holdings $94.4M
$0 calls
$0 puts
# of Institutions 120


Latest Institutional Activity in SHE

Top Purchases

Q3 2025
Albion Financial Group Shares Held: 46.4K ($6.06M)
Q3 2025
Janney Montgomery Scott LLC Shares Held: 1.7K ($222K)
Q3 2025
Baker Avenue Asset Management, LP Shares Held: 1.58K ($206K)
Q3 2025
Root Financial Partners, LLC Shares Held: 666 ($87.1K)
Q3 2025
Jones Financial Companies Lllp Shares Held: 5.11K ($668K)

Top Sells

Q3 2025
Jpmorgan Chase & CO Shares Held: 37.8K ($4.94M)
Q3 2025
Envestnet Asset Management Inc Shares Held: 1.84K ($240K)
Q3 2025
Cwm, LLC Shares Held: 1.05K ($137K)
Q3 2025
Laurel Wealth Planning LLC Shares Held: 4.71K ($616K)
Q3 2025
Commonwealth Equity Services, LLC Shares Held: 11.9K ($1.56M)

About SHE

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