Institutional shares held 113 Million
0 calls
0 puts
Total value of holdings $12.4B
$0 calls
$0 puts
# of Institutions 713


Latest Institutional Activity in SHV

Top Purchases

Q3 2024
Net Worth Advisory Group Shares Held: 39.8K ($4.4M)
Q3 2024
Advisor Net Financial, Inc Shares Held: 71.8K ($7.93M)
Q3 2024
Good Life Advisors, LLC Shares Held: 53.2K ($5.87M)
Q3 2024
Capstone Wealth Management Group, LLC Shares Held: 141K ($15.6M)
Q3 2024
Independent Wealth Network Inc. Shares Held: 23.6K ($2.6M)

Top Sells

Q3 2024
Oakworth Capital, Inc. Shares Held: 38.8K ($4.29M)
Q3 2024
Cardinal Point Capital Management, Ulc Shares Held: 4.71K ($520K)
Q3 2024
Raymond James & Associates Shares Held: 225K ($24.8M)
Q3 2024
Creative Planning Shares Held: 182K ($20.1M)
Q3 2024
Raymond James Financial Services Advisors, Inc. Shares Held: 873K ($96.4M)

About SHV

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