Institutional shares held 12.4 Million
0 calls
0 puts
Total value of holdings $216M
$0 calls
$0 puts
# of Institutions 97


Latest Institutional Activity in SMB

Top Purchases

Q3 2025
Gradient Investments LLC Shares Held: 131K ($2.29M)
Q3 2025
Cwm, LLC Shares Held: 10.5K ($183K)
Q3 2025
Impac Tfolio, LLC Shares Held: 160K ($2.78M)
Q2 2025
Miracle Mile Advisors, LLC Shares Held: 406K ($7.07M)
Q2 2025
Stifel Financial Corp Shares Held: 340K ($5.92M)

Top Sells

Q3 2025
Capital Asset Advisory Services LLC Shares Held: 17.5K ($304K)
Q3 2025
Bartlett & Co. Wealth Management LLC Shares Held: 46.1K ($801K)
Q3 2025
Private Trust CO Na Shares Held: 41.4K ($720K)
Q3 2025
Juncture Wealth Strategies, LLC Shares Held: 31.4K ($546K)
Q3 2025
My Wealth Management Inc. Shares Held: 253K ($4.4M)

About SMB

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