Institutional shares held 95.4 Million
0 calls
0 puts
Total value of holdings $10.5B
$0 calls
$0 puts
# of Institutions 716


Latest Institutional Activity in SHV

Top Purchases

Q2 2024
Sg Americas Securities, LLC Shares Held: 357K ($39.4M)
Q2 2024
Oakworth Capital, Inc. Shares Held: 288K ($31.8M)
Q2 2024
Wealth Enhancement Advisory Services, LLC Shares Held: 1.13M ($125M)
Q2 2024
True Link Financial Advisors, LLC Shares Held: 566K ($62.5M)
Q2 2024
Crescent Grove Advisors, LLC Shares Held: 80K ($8.84M)

Top Sells

Q2 2024
Acute Investment Advisory, LLC Shares Held: 2.94K ($325K)
Q2 2024
Bull Oak Capital, LLC Shares Held: 74.8K ($8.27M)
Q2 2024
Bridge Advisory, LLC Shares Held: 120K ($13.3M)
Q2 2024
Raymond James Financial Services Advisors, Inc. Shares Held: 959K ($106M)
Q2 2024
Cwm, LLC Shares Held: 100K ($11M)

About SHV

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