Institutional shares held 14.9 Million
0 calls
0 puts
Total value of holdings $407M
$0 calls
$0 puts
# of Institutions 50


Latest Institutional Activity in SMIG

Top Purchases

Q1 2025
Edge Rock Capital LLC Shares Held: 37.7K ($1.03M)
Q1 2025
Fifth Third Bancorp Shares Held: 166K ($4.53M)
Q1 2025
Janney Montgomery Scott LLC Shares Held: 8.34K ($228K)
Q4 2024
Bank Of America Corp Shares Held: 4.39M ($120M)
Q4 2024
Morgan Stanley Shares Held: 3.76M ($103M)

Top Sells

Q1 2025
Wealthcare Advisory Partners LLC Shares Held: 46.2K ($1.26M)
Q1 2025
Orba Wealth Advisors, L.L.C. Shares Held: 22K ($601K)
Q4 2024
Castle Wealth Management LLC Shares Held: 206K ($5.62M)
Q4 2024
U.S. Capital Wealth Advisors, LLC Shares Held: 174K ($4.76M)
Q4 2024
Commonwealth Equity Services, LLC Shares Held: 9.74K ($266K)

About SMIG

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