Institutional shares held 5.88 Million
6.7K calls
0 puts
Total value of holdings $385M
$438K calls
$0 puts
# of Institutions 143


Latest Institutional Activity in SMDV

Top Purchases

Q3 2025
Legacy Trust Shares Held: 3.88K ($254K)
Q3 2025
Landmark Wealth Management, LLC Shares Held: 49.4K ($3.24M)
Q3 2025
Toth Financial Advisory Corp Shares Held: 193K ($12.6M)
Q3 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 6.77K ($444K)
Q3 2025
Jones Financial Companies Lllp Shares Held: 12.4K ($812K)

Top Sells

Q3 2025
Envestnet Asset Management Inc Shares Held: 42.6K ($2.79M)
Q3 2025
Capital Investment Advisors, LLC Shares Held: 413K ($27.1M)
Q3 2025
Arlington Trust CO LLC Shares Held: 135K ($8.85M)
Q3 2025
Truist Financial Corp Shares Held: 113K ($7.4M)
Q3 2025
Acorn Wealth Advisors, LLC Shares Held: 4.28K ($280K)

About SMDV

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