Institutional shares held 11.8 Million
0 calls
0 puts
Total value of holdings $201M
$0 calls
$0 puts
# of Institutions 97

Latest Institutional Activity in SMB

Top Purchases

Q2 2024
Allworth Financial LP Shares Held: 1.1M ($18.7M)
Q2 2024
Diversified Portfolios, Inc. Shares Held: 93K ($1.59M)
Q2 2024
Massmutual Trust CO Fsb Shares Held: 45.9K ($784K)
Q2 2024
Brand Asset Management Group, Inc. Shares Held: 10.5K ($179K)
Q2 2024
Impac Tfolio, LLC Shares Held: 130K ($2.23M)

Top Sells

Q2 2024
Vicus Capital Shares Held: 12.1K ($206K)
Q2 2024
Bartlett & Co. Wealth Management LLC Shares Held: 75.2K ($1.28M)
Q2 2024
Juncture Wealth Strategies, LLC Shares Held: 54.4K ($930K)
Q2 2024
Capital Asset Advisory Services LLC Shares Held: 14.2K ($243K)
Q2 2024
Raymond James & Associates Shares Held: 34K ($581K)

About SMB

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