Institutional shares held 13.2 Million
0 calls
0 puts
Total value of holdings $214M
$0 calls
$0 puts
Market Cap N/A
Institutional ownership N/A
# of Institutions 57


Latest Institutional Activity in SDHY

Top Purchases

Q3 2025
Seven Mile Advisory Shares Held: 209K ($3.4M)
Q3 2025
Thomas J. Herzfeld Advisors, Inc. Shares Held: 321K ($5.22M)
Q3 2025
Lpl Financial LLC Shares Held: 200K ($3.26M)
Q3 2025
Advisors Asset Management, Inc. Shares Held: 346K ($5.62M)
Q3 2025
Shaker Financial Services, LLC Shares Held: 189K ($3.08M)

Top Sells

Q3 2025
Pathstone Holdings, LLC Shares Held: 1.21M ($19.7M)
Q3 2025
Ahl Investment Management, Inc. Shares Held: 121K ($1.96M)
Q3 2025
Almitas Capital LLC Shares Held: 39.1K ($636K)
Q3 2025
Kovitz Investment Group Partners, LLC Shares Held: 729K ($11.8M)
Q3 2025
Morgan Stanley Shares Held: 1.48M ($24.1M)

About SDHY


Insider Transactions at SDHY

Insider Transaction List

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Date Insider Transaction Ownership Type Shares Traded Value / Price
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Last 12 Months Summary

Buy / Acquisition
24.9K Shares
From 1 Insiders
Open market or private purchase 24.9K shares
Sell / Disposition
0 Shares
From 0 Insiders

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