Institutional shares held 6.09 Million
8.7K calls
200 puts
Total value of holdings $384M
$548K calls
$12K puts
# of Institutions 150


Latest Institutional Activity in SMDV

Top Purchases

Q1 2025
Envestnet Asset Management Inc Shares Held: 54.9K ($3.46M)
Q1 2025
Truist Financial Corp Shares Held: 115K ($7.24M)
Q1 2025
United Advisor Group, LLC Shares Held: 48.5K ($3.06M)
Q1 2025
Toth Financial Advisory Corp Shares Held: 194K ($12.2M)
Q1 2025
Creative Financial Designs Inc Shares Held: 8.35K ($526K)

Top Sells

Q1 2025
Landmark Wealth Management, LLC Shares Held: 47.9K ($3.02M)
Q1 2025
Capital Investment Advisors, LLC Shares Held: 418K ($26.4M)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 56K ($3.53M)
Q1 2025
Lion Street Advisors, LLC Shares Held: 3.13K ($197K)
Q1 2025
Essex Financial Services, Inc. Shares Held: 25.2K ($1.59M)

About SMDV

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