Institutional shares held 12.5 Million
0 calls
0 puts
Total value of holdings $212M
$0 calls
$0 puts
# of Institutions 92


Latest Institutional Activity in SMB

Top Purchases

Q1 2025
Flagship Harbor Advisors, LLC Shares Held: 11.1K ($188K)
Q1 2025
Merit Financial Group, LLC Shares Held: 39.3K ($664K)
Q1 2025
Golden State Wealth Management, LLC Shares Held: 15.2K ($256K)
Q1 2025
Capital Asset Advisory Services LLC Shares Held: 19.8K ($334K)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 28.7K ($485K)

Top Sells

Q1 2025
Bartlett & Co. Wealth Management LLC Shares Held: 55K ($928K)
Q1 2025
Dohj, LLC Shares Held: 364K ($6.15M)
Q1 2025
Brand Asset Management Group, Inc. Shares Held: 11.7K ($197K)
Q1 2025
Versant Capital Management, Inc Shares Held: 5.52K ($93.2K)
Q1 2025
Pfg Investments, LLC Shares Held: 16.7K ($282K)

About SMB

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