Institutional shares held 6.12 Million
0 calls
0 puts
Total value of holdings $247M
$0 calls
$0 puts
# of Institutions 136


Latest Institutional Activity in SMMV

Top Purchases

Q1 2025
1858 Wealth Management, LLC Shares Held: 25.4K ($1.03M)
Q1 2025
Armbruster Capital Management, Inc. Shares Held: 40.3K ($1.63M)
Q1 2025
Org Wealth Partners, LLC Shares Held: 528 ($21.3K)
Q1 2025
Adamsbrown Wealth Consultants LLC Shares Held: 10.2K ($412K)
Q1 2025
Beacon Capital Management, LLC Shares Held: 602 ($24.3K)

Top Sells

Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 55.4K ($2.23M)
Q1 2025
High Net Worth Advisory Group LLC Shares Held: 11.2K ($450K)
Q1 2025
Sagespring Wealth Partners, LLC Shares Held: 92.8K ($3.75M)
Q1 2025
Joel Adams & Associates, Inc. Shares Held: 11.2K ($453K)
Q1 2025
Janney Montgomery Scott LLC Shares Held: 11.5K ($462K)

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