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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Eventide Asset Management, LLC
Boston, MA |
SELL
|
- |
-124K- 5.04% |
$2.26M - $3.34M
|
2.33M
$11M
|
|
|
Nov 14, 2023
Q3 2023
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
86.6KNew |
$1.58M - $2.33M
|
86.6K
$409K
|
|
|
Nov 14, 2023
Q3 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
14K+ 356.94% |
$255K - $377K
|
17.9K
$84.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
SELL
|
- |
-202- 76.52% |
$3.69K - $5.44K
|
62
$293
|
|
|
Nov 13, 2023
Q3 2023
|
Formula Growth LTD
Montreal, A8 |
BUY
|
- |
30.5K+ 99.43% |
$557K - $821K
|
61.2K
$289K
|
|
|
Nov 13, 2023
Q3 2023
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-1.98K- 1.02% |
$36K - $53.2K
|
191K
$903K
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-12.3K- 99.23% |
$225K - $332K
|
96
$454
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
30New |
$548 - $808
|
30
$142
|
|
|
Nov 09, 2023
Q3 2023
|
Freemont Management S.A.
|
SELL
|
- |
-11.1K- 14.45% |
$203K - $299K
|
65.7K
$311K
|
|
|
Nov 09, 2023
Q3 2023
|
Artisan Partners Limited Partnership
Milwaukee, WI |
SELL
|
- |
-65.3K- 3.78% |
$1.19M - $1.76M
|
1.66M
$7.86M
|
|
|
Nov 08, 2023
Q3 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
771+ 2.55% |
$14.1K - $20.8K
|
31K
$147K
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
5.96KNew |
$109K - $160K
|
5.96K
$28.2K
|
|
|
Nov 07, 2023
Q3 2023
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
SELL
|
- |
-30.6K- 32.69% |
$558K - $824K
|
63K
$298K
|
|
|
Nov 07, 2023
Q3 2023
|
Moody Aldrich Partners LLC
|
BUY
|
- |
3.77K+ 3.8% |
$68.8K - $101K
|
103K
$487K
|
|
|
Nov 06, 2023
Q3 2023
|
Trium Capital LLP
London, X0 |
BUY
|
- |
5.1KNew |
$93.1K - $137K
|
5.1K
$24.1K
|
|
|
Nov 01, 2023
Q3 2023
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-17.1K- 1.6% |
$312K - $460K
|
1.05M
$4.97M
|
|
|
Nov 01, 2023
Q3 2023
|
Congress Asset Management CO
|
BUY
|
- |
1.39K+ 7.27% |
$25.4K - $37.4K
|
20.5K
$97K
|
|
|
Oct 31, 2023
Q3 2023
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-250K- 74.55% |
$4.56M - $6.73M
|
85.3K
$404K
|
|
|
Oct 31, 2023
Q3 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-9.41K- 41.76% |
$172K - $253K
|
13.1K
$62.1K
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-405- 2.18% |
$7.39K - $10.9K
|
18.2K
$86K
|
|
|
Oct 26, 2023
Q3 2023
|
Cushing Asset Management, LP
Dallas, TX |
BUY
|
- |
104K+ 96.97% |
$1.89M - $2.79M
|
211K
$997K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
36.6K+ 64.53% |
$667K - $984K
|
93.2K
$441K
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
117+ 4.35% |
$2.14K - $3.15K
|
2.81K
$13.3K
|
|
|
Oct 23, 2023
Q3 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-652- 1.11% |
$11.9K - $17.6K
|
58.1K
$275K
|
|
|
Oct 19, 2023
Q3 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-400- 2.97% |
$7.3K - $10.8K
|
13K
$61.7K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
95+ 105.56% |
$1.73K - $2.56K
|
185
$875
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.66K- 58.91% |
$30.2K - $44.6K
|
1.16K
$5.46K
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
500New |
$9.13K - $13.5K
|
500
$2.37K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-50- 50.0% |
$913 - $1.35K
|
50
$237
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-52.4K- 28.13% |
$957K - $1.41M
|
134K
$634K
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
65New |
$1.19K - $1.75K
|
65
$307
|
|
| Q2 2023 | |||||||
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
127K+ 7.22% |
$2.3M - $3.28M
|
1.89M
$8.93M
|
|
|
Oct 07, 2024
Q2 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-720- 0.09% |
$13K - $18.6K
|
766K
$3.62M
|
|
|
Jun 20, 2024
Q2 2023
|
Abrdn PLC
|
SELL
|
- |
-51.4K- 9.43% |
$931K - $1.33M
|
493K
$2.33M
|
|
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
284K+ 1748.0% |
$5.15M - $7.34M
|
301K
$1.42M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-3.54K- 13.18% |
$64.1K - $91.3K
|
23.3K
$110K
|
|
|
Dec 13, 2023
Q2 2023
|
Polar Capital Holdings PLC
London, X0 |
BUY
|
- |
73K+ 17.76% |
$1.32M - $1.88M
|
484K
$2.29M
|
|
|
Aug 21, 2023
Q2 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-612- 6.61% |
$11.1K - $15.8K
|
8.64K
$40.9K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-43- 48.86% |
$779 - $1.11K
|
45
$213
|
|
|
Aug 14, 2023
Q2 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
9.33KNew |
$169K - $241K
|
9.33K
$44.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.99KNew |
$181K - $258K
|
9.99K
$47.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Aventail Capital Group, LP
New York, NY |
BUY
|
- |
100KNew |
$1.81M - $2.58M
|
100K
$473K
|
|
|
Aug 14, 2023
Q2 2023
|
683 Capital Management, LLC
New York, NY |
SELL
|
PUT |
-15K- 30.0% |
$272K - $387K
|
35K
$166K
|
|
|
Aug 14, 2023
Q2 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
477KNew |
$8.65M - $12.3M
|
477K
$2.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-132K- 8.15% |
$2.4M - $3.41M
|
1.49M
$7.05M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
195+ 390.0% |
$3.53K - $5.03K
|
245
$1.16K
|
|
|
Aug 14, 2023
Q2 2023
|
Sandia Investment Management LP
Boston, MA |
BUY
|
CALL |
5KNew |
$90.6K - $129K
|
5K
$23.7K
|
|
|
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
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.57K+ 7.4% |
$46.6K - $66.4K
|
37.4K
$177K
|
|
|
Aug 11, 2023
Q2 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
8.3KNew |
$150K - $214K
|
8.3K
$39.3K
|
|