Institutional shares held 102 Million
0 calls
0 puts
Total value of holdings $11.3B
$0 calls
$0 puts
# of Institutions 802


Latest Institutional Activity in SHV

Top Purchases

Q1 2025
Marks Wealth, LLC Shares Held: 1.41M ($156M)
Q1 2025
Ausdal Financial Partners, Inc. Shares Held: 947K ($105M)
Q1 2025
Wealthfront Advisers LLC Shares Held: 1.53M ($169M)
Q1 2025
Oakworth Capital, Inc. Shares Held: 818K ($90.3M)
Q1 2025
Summit Financial, LLC Shares Held: 587K ($64.7M)

Top Sells

Q1 2025
Northwestern Mutual Wealth Management CO Shares Held: 572K ($63.1M)
Q1 2025
Anchor Capital Advisors LLC Shares Held: 166K ($18.3M)
Q1 2025
Federation Des Caisses Desjardins Du Quebec Shares Held: 15.3K ($1.69M)
Q1 2025
Bulltick Wealth Management, LLC Shares Held: 390K ($43M)
Q1 2025
Nfp Retirement, Inc. Shares Held: 857K ($94.7M)

About SHV

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