Institutional shares held 1.19 Million
0 calls
0 puts
Total value of holdings $67.8M
$0 calls
$0 puts
# of Institutions 48


Latest Institutional Activity in SOCL

Top Purchases

Q2 2025
Ballast, Inc. Shares Held: 20.8K ($1.19M)
Q2 2025
Globalt Investments LLC / Ga Shares Held: 4.5K ($256K)
Q2 2025
Valeo Financial Advisors, LLC Shares Held: 3.98K ($226K)
Q1 2025
Stifel Financial Corp Shares Held: 28.9K ($1.64M)
Q1 2025
Morgan Stanley Shares Held: 71.6K ($4.07M)

Top Sells

Q2 2025
Commonwealth Equity Services, LLC Shares Held: 6.85K ($390K)
Q2 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 19.7K ($1.12M)
Q2 2025
Joseph P. Lucia & Associates, LLC Shares Held: 20.8K ($1.19M)
Q2 2025
Blair William & CO Shares Held: 415 ($23.6K)
Q2 2025
Harbour Investments, Inc. Shares Held: 733 ($41.7K)

About SOCL

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