Institutional shares held 69.4 Million
0 calls
0 puts
Total value of holdings $3.33B
$0 calls
$0 puts
# of Institutions 448


Latest Institutional Activity in SHM

Top Purchases

Q3 2025
Cliftonlarsonallen Wealth Advisors, LLC Shares Held: 1.64M ($78.6M)
Q3 2025
Pure Portfolios Holdings LLC Shares Held: 132K ($6.33M)
Q3 2025
Boston Trust Walden Corp Shares Held: 11.1K ($531K)
Q3 2025
Gamma Investing LLC Shares Held: 69.6K ($3.34M)
Q3 2025
Capital Advisors Wealth Management, LLC Shares Held: 35.8K ($1.72M)

Top Sells

Q3 2025
Old National Bancorp Shares Held: 102K ($4.9M)
Q3 2025
Apella Capital, LLC Shares Held: 91.6K ($4.4M)
Q3 2025
Farther Finance Advisors, LLC Shares Held: 124K ($5.97M)
Q3 2025
Precision Wealth Strategies, LLC Shares Held: 103K ($4.93M)
Q3 2025
Confluence Investment Management LLC Shares Held: 60.8K ($2.92M)

About SHM

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