Institutional shares held 19.8 Million
0 calls
0 puts
Total value of holdings $1.44B
$0 calls
$0 puts
# of Institutions 225


Latest Institutional Activity in SMMD

Top Purchases

Q3 2025
Central Trust CO Shares Held: 693K ($50.8M)
Q3 2025
Wealthcare Advisory Partners LLC Shares Held: 250K ($18.4M)
Q3 2025
Congress Asset Management CO Shares Held: 113K ($8.31M)
Q3 2025
Kovitz Investment Group Partners, LLC Shares Held: 252K ($18.5M)
Q3 2025
Sig Fig Wealth Management, LLC Shares Held: 110K ($8.1M)

Top Sells

Q3 2025
Harbor Capital Advisors, Inc. Shares Held: 102K ($7.48M)
Q3 2025
Jpmorgan Chase & CO Shares Held: 14.3K ($1.05M)
Q3 2025
Brio Consultants, LLC Shares Held: 142K ($10.4M)
Q3 2025
Great Lakes Advisors, LLC Shares Held: 3.04K ($223K)
Q3 2025
Commonwealth Equity Services, LLC Shares Held: 108K ($7.96M)

About SMMD

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