Latest Institutional Transactions on Shoals Technologies Group, Inc. (SHLS)
This table provides information on the latest institutional transactions involving Shoals Technologies Group, Inc. (SHLS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
8.3KNew |
$150K - $214K
|
8.3K
$39.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
100K+ 66.67% |
$1.81M - $2.58M
|
250K
$1.18M
|
|
|
Aug 11, 2023
Q2 2023
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
SELL
|
- |
-770- 5.04% |
$14K - $19.9K
|
14.5K
$68.7K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
8.25KNew |
$149K - $213K
|
8.25K
$39K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
472K+ 12.25% |
$8.55M - $12.2M
|
4.32M
$20.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Asset Management Inc
|
SELL
|
- |
-32.2K- 8.67% |
$583K - $831K
|
339K
$1.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
9.34KNew |
$169K - $241K
|
9.34K
$44.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
12.3KNew |
$222K - $316K
|
12.3K
$58K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
26New |
$471 - $671
|
26
$123
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
10+ 250.0% |
$181 - $258
|
14
$66.2
|
|
|
Aug 03, 2023
Q2 2023
|
Jennison Associates LLC
|
BUY
|
- |
25.5KNew |
$462K - $658K
|
25.5K
$121K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-96- 0.42% |
$1.74K - $2.48K
|
22.8K
$108K
|
|
|
Aug 02, 2023
Q2 2023
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
232K+ 58.46% |
$4.2M - $5.98M
|
628K
$2.97M
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
170New |
$3.08K - $4.39K
|
170
$804
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.05K- 10.14% |
$19K - $27.1K
|
9.3K
$44K
|
|
|
Jul 26, 2023
Q2 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
376New |
$6.81K - $9.7K
|
376
$1.78K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
8+ 800.0% |
$145 - $206
|
9
$42.6
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
200New |
$3.62K - $5.16K
|
200
$946
|
|
|
Jul 11, 2023
Q2 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
30.1KNew |
$545K - $775K
|
30.1K
$142K
|
|
|
Jul 11, 2023
Q2 2023
|
Ausbil Investment Management LTD
Sydney, C3 |
BUY
|
- |
29.9KNew |
$541K - $771K
|
29.9K
$141K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3+ 75.0% |
$54.4 - $77.4
|
7
$33.1
|
|
| Q1 2023 | |||||||
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
51.5KNew |
$1.02M - $1.51M
|
51.5K
$244K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
50+ 16.39% |
$991 - $1.46K
|
355
$1.68K
|
|
|
May 15, 2023
Q1 2023
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-1.93M- 84.17% |
$38.3M - $56.4M
|
363K
$1.72M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
150KNew |
$2.97M - $4.38M
|
150K
$710K
|
|
|
May 15, 2023
Q1 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
16.7KNew |
$330K - $487K
|
16.7K
$78.8K
|
|
|
May 15, 2023
Q1 2023
|
Rokos Capital Management LLP
London, X0 |
BUY
|
- |
300KNew |
$5.95M - $8.77M
|
300K
$1.42M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
38+ 211.11% |
$753 - $1.11K
|
56
$265
|
|
|
May 15, 2023
Q1 2023
|
Ghisallo Capital Management LLC
Greenwich, CT |
SELL
|
- |
-1.4M- 80.41% |
$27.7M - $40.8M
|
340K
$1.61M
|
|
|
May 15, 2023
Q1 2023
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
20KNew |
$396K - $585K
|
20K
$94.6K
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
32.8KNew |
$650K - $958K
|
32.8K
$155K
|
|
|
May 15, 2023
Q1 2023
|
Sciencast Management LP
|
SELL
|
- |
-934- 7.7% |
$18.5K - $27.3K
|
11.2K
$53K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
111K+ 90.72% |
$2.2M - $3.24M
|
233K
$1.1M
|
|
|
May 15, 2023
Q1 2023
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
392KNew |
$7.77M - $11.5M
|
392K
$1.85M
|
|
|
May 15, 2023
Q1 2023
|
Highland Capital Management Fund Advisors, L.P.
Dallas, TX |
BUY
|
- |
10KNew |
$198K - $292K
|
10K
$47.3K
|
|
|
May 15, 2023
Q1 2023
|
Kent Lake Capital LLC
Mill Valley, CA |
BUY
|
- |
15KNew |
$297K - $438K
|
15K
$71K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
CALL |
81.1KNew |
$1.61M - $2.37M
|
81.1K
$384K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
CALL |
100KNew |
$1.98M - $2.92M
|
100K
$473K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
112KNew |
$2.21M - $3.26M
|
112K
$528K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
1KNew |
$19.8K - $29.2K
|
1K
$4.73K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
3+ 4.55% |
$59.5 - $87.7
|
69
$326
|
|
|
May 08, 2023
Q1 2023
|
Braun Stacey Associates Inc
|
BUY
|
- |
819KNew |
$16.2M - $23.9M
|
819K
$3.87M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-75- 75.0% |
$1.49K - $2.19K
|
25
$118
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
88+ 46.32% |
$1.74K - $2.57K
|
278
$1.31K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
4+ 100.0% |
$79.3 - $117
|
8
$37.8
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
350New |
$6.94K - $10.2K
|
350
$1.66K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-30- 93.75% |
$595 - $877
|
2
$9.46
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
35New |
$694 - $1.02K
|
35
$166
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
632+ 1.51% |
$12.5K - $18.5K
|
42.4K
$200K
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
13.7KNew |
$272K - $401K
|
13.7K
$64.9K
|
|