Institutional shares held 9.87 Million
0 calls
0 puts
Total value of holdings $223M
$0 calls
$0 puts
# of Institutions 135


Latest Institutional Activity in SHYD

Top Purchases

Q2 2025
Fragasso Group Inc. Shares Held: 325K ($7.33M)
Q2 2025
Richard P Slaughter Associates Inc Shares Held: 15.1K ($341K)
Q2 2025
Dynamic Advisor Solutions LLC Shares Held: 109K ($2.47M)
Q2 2025
Sowell Financial Services LLC Shares Held: 45.2K ($1.02M)
Q2 2025
Armis Advisers, LLC Shares Held: 13.3K ($300K)

Top Sells

Q2 2025
Breakwater Capital Group Shares Held: 50K ($1.13M)
Q2 2025
Occidental Asset Management, LLC Shares Held: 23.4K ($527K)
Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 33.1K ($746K)
Q1 2025
Jones Financial Companies Lllp Shares Held: 26.2K ($592K)
Q1 2025
Envestnet Asset Management Inc Shares Held: 1.32M ($29.8M)

About SHYD

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