Institutional shares held 17.1 Million
0 calls
0 puts
Total value of holdings $1.07B
$0 calls
$0 puts
# of Institutions 222


Latest Institutional Activity in SMMD

Top Purchases

Q1 2025
Harbor Capital Advisors, Inc. Shares Held: 203K ($12.7M)
Q1 2025
Congress Asset Management CO Shares Held: 177K ($11.1M)
Q1 2025
Heritage Family Offices, LLP Shares Held: 220K ($13.8M)
Q1 2025
Sig Fig Wealth Management, LLC Shares Held: 69.5K ($4.35M)
Q1 2025
Retirement Planning Group Shares Held: 13.6K ($851K)

Top Sells

Q1 2025
Strong Tower Advisory Services Shares Held: 11K ($686K)
Q1 2025
James J. Burns & Company, LLC Shares Held: 69.4K ($4.35M)
Q1 2025
Charter Oak Capital Management, LLC Shares Held: 16.2K ($1.01M)
Q1 2025
Rfg Advisory, LLC Shares Held: 13.4K ($838K)
Q1 2025
Parallel Advisors, LLC Shares Held: 2K ($125K)

About SMMD

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