Institutional shares held 6 Million
0 calls
0 puts
Total value of holdings $253M
$0 calls
$0 puts
# of Institutions 131


Latest Institutional Activity in SMMV

Top Purchases

Q4 2024
Mfa Wealth Services Shares Held: 17.1K ($721K)
Q4 2024
Joel Adams & Associates, Inc. Shares Held: 16.8K ($711K)
Q4 2024
Janney Montgomery Scott LLC Shares Held: 14.7K ($620K)
Q4 2024
Rik Saylor Financial, Inc. Shares Held: 5.07K ($214K)
Q4 2024
Patriot Investment Management Inc. Shares Held: 23.2K ($980K)

Top Sells

Q4 2024
Wealth Management Resources, Inc. Shares Held: 283K ($12M)
Q4 2024
Hibernia Wealth Partners, LLC Shares Held: 4.95K ($209K)
Q4 2024
Wade Financial Advisory, Inc Shares Held: 69.3K ($2.93M)
Q4 2024
High Net Worth Advisory Group LLC Shares Held: 43.1K ($1.82M)
Q4 2024
Choreo, LLC Shares Held: 9.25K ($391K)

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