Institutional shares held 19.6 Million
0 calls
0 puts
Total value of holdings $1.45B
$0 calls
$0 puts
# of Institutions 223


Latest Institutional Activity in SMMD

Top Purchases

Q3 2025
Congress Asset Management CO Shares Held: 113K ($8.25M)
Q3 2025
Sig Fig Wealth Management, LLC Shares Held: 110K ($8.05M)
Q3 2025
Truist Financial Corp Shares Held: 199K ($14.5M)
Q3 2025
Envestnet Asset Management Inc Shares Held: 266K ($19.4M)
Q3 2025
Cwa Asset Management Group, LLC Shares Held: 159K ($11.6M)

Top Sells

Q3 2025
Harbor Capital Advisors, Inc. Shares Held: 102K ($7.43M)
Q3 2025
Great Lakes Advisors, LLC Shares Held: 3.04K ($221K)
Q3 2025
Commonwealth Equity Services, LLC Shares Held: 108K ($7.9M)
Q3 2025
Pensionmark Financial Group, LLC Shares Held: 329K ($23.9M)
Q3 2025
Andina Capital Management, LLC Shares Held: 35.4K ($2.58M)

About SMMD

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