Institutional shares held 18 Million
0 calls
0 puts
Total value of holdings $1.12B
$0 calls
$0 puts
# of Institutions 190


Latest Institutional Activity in SMLF

Top Purchases

Q1 2025
Wedmont Private Capital Shares Held: 21.2K ($1.32M)
Q1 2025
Financial Management Professionals, Inc. Shares Held: 501K ($31.2M)
Q1 2025
Advisor Net Financial, Inc Shares Held: 3.39K ($211K)
Q1 2025
Flagship Private Wealth, LLC Shares Held: 15.6K ($968K)
Q1 2025
Cora Capital Advisors LLC Shares Held: 86.8K ($5.4M)

Top Sells

Q1 2025
Ullmann Wealth Partners Group, LLC Shares Held: 562K ($34.9M)
Q1 2025
Park Avenue Securities LLC Shares Held: 5.29K ($329K)
Q1 2025
Farther Finance Advisors, LLC Shares Held: 7.08K ($441K)
Q4 2024
Strategic Financial Services, Inc, Shares Held: 3.57M ($222M)
Q4 2024
Integrated Wealth Concepts LLC Shares Held: 196K ($12.2M)

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