Institutional shares held 9.6 Million
0 calls
0 puts
Total value of holdings $213M
$0 calls
$0 puts
# of Institutions 136


Latest Institutional Activity in SHYD

Top Purchases

Q1 2025
Dynamic Advisor Solutions LLC Shares Held: 106K ($2.32M)
Q1 2025
New Square Capital LLC Shares Held: 27.2K ($595K)
Q1 2025
Janney Montgomery Scott LLC Shares Held: 11.3K ($247K)
Q1 2025
Cross Staff Investments Inc Shares Held: 8.71K ($191K)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 38.2K ($836K)

Top Sells

Q1 2025
Cliftonlarsonallen Wealth Advisors, LLC Shares Held: 13.7K ($301K)
Q1 2025
Fragasso Group Inc. Shares Held: 199K ($4.37M)
Q1 2025
Rmr Wealth Builders Shares Held: 38.5K ($844K)
Q1 2025
Walkner Condon Financial Advisors LLC Shares Held: 10K ($219K)
Q1 2025
Naples Global Advisors, LLC Shares Held: 40K ($876K)

About SHYD

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