Institutional shares held 5.85 Million
0 calls
0 puts
Total value of holdings $246M
$0 calls
$0 puts
# of Institutions 136


Latest Institutional Activity in SMMV

Top Purchases

Q1 2025
Bank Of America Corp Shares Held: 1.26M ($53M)
Q1 2025
Modern Wealth Management, LLC Shares Held: 61.8K ($2.59M)
Q1 2025
Wells Fargo & Company Shares Held: 61.4K ($2.58M)
Q1 2025
Two Sigma Investments, LP Shares Held: 30.9K ($1.3M)
Q1 2025
1858 Wealth Management, LLC Shares Held: 25.4K ($1.07M)

Top Sells

Q1 2025
Goldman Sachs Group Inc Shares Held: 22.7K ($955K)
Q1 2025
Envestnet Asset Management Inc Shares Held: 482K ($20.3M)
Q1 2025
Mercer Global Advisors Inc Shares Held: 543K ($22.8M)
Q1 2025
Raymond James Financial Inc Shares Held: 285K ($12M)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 55.4K ($2.33M)

About SMMV

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