Institutional shares held 16.6 Million
0 calls
0 puts
Total value of holdings $1.13B
$0 calls
$0 puts
# of Institutions 165


Latest Institutional Activity in SMLF

Top Purchases

Q4 2024
Acropolis Investment Management, LLC Shares Held: 801K ($54.6M)
Q4 2024
Ullmann Wealth Partners Group, LLC Shares Held: 568K ($38.7M)
Q4 2024
Financial Management Professionals, Inc. Shares Held: 481K ($32.8M)
Q4 2024
Park Avenue Securities LLC Shares Held: 5.81K ($396K)
Q4 2024
Channel Wealth LLC Shares Held: 4.87K ($332K)

Top Sells

Q4 2024
Empirical Asset Management, LLC Shares Held: 18.6K ($1.27M)
Q4 2024
Brookstone Capital Management Shares Held: 17.7K ($1.21M)
Q4 2024
Searcy Financial Services Inc Shares Held: 353K ($24M)
Q3 2024
Strategic Financial Services, Inc, Shares Held: 3.69M ($251M)
Q3 2024
Mercer Global Advisors Inc Shares Held: 274K ($18.6M)

About SMLF

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