Latest Institutional Purchases of Shoals Technologies Group, Inc. (SHLS)
This list provides information on the latest institutional transactions involving Shoals Technologies Group, Inc. (SHLS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
14K+ 356.94% |
$255K - $377K
|
17.9K
$113K
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
11.3KNew |
$206K - $304K
|
11.3K
$71.2K
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
5.96KNew |
$109K - $160K
|
5.96K
$37.6K
|
|
Nov 06, 2023
Q3 2023
|
Trium Capital LLP
London, X0 |
BUY
|
- |
5.1KNew |
$93.1K - $137K
|
5.1K
$32.1K
|
|
Nov 14, 2023
Q3 2023
|
Sandia Investment Management LP
Boston, MA |
BUY
|
- |
5KNew |
$91.3K - $135K
|
5K
$31.5K
|
|
Nov 07, 2023
Q3 2023
|
Moody Aldrich Partners LLC
|
BUY
|
- |
3.77K+ 3.8% |
$68.8K - $101K
|
103K
$648K
|
|
Nov 01, 2023
Q3 2023
|
Congress Asset Management CO
|
BUY
|
- |
1.39K+ 7.27% |
$25.4K - $37.4K
|
20.5K
$129K
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
1KNew |
$18.3K - $26.9K
|
1K
$6.3K
|
|
Nov 08, 2023
Q3 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
771+ 2.55% |
$14.1K - $20.8K
|
31K
$195K
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
500New |
$9.13K - $13.5K
|
500
$3.15K
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
172+ 1.28% |
$3.14K - $4.63K
|
13.6K
$85.7K
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
117+ 4.35% |
$2.14K - $3.15K
|
2.81K
$17.7K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
95+ 105.56% |
$1.73K - $2.56K
|
185
$1.17K
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
65New |
$1.19K - $1.75K
|
65
$410
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
30New |
$548 - $808
|
30
$189
|
|
Q2 2023 | |||||||
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
472K+ 12.25% |
$8.55M - $12.2M
|
4.32M
$27.2M
|
|
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
$1.89M
|
|
Aug 02, 2023
Q2 2023
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
232K+ 58.46% |
$4.2M - $5.98M
|
628K
$3.96M
|
|
Aug 14, 2023
Q2 2023
|
Aventail Capital Group, LP
New York, NY |
BUY
|
- |
100KNew |
$1.81M - $2.58M
|
100K
$630K
|
|
Aug 11, 2023
Q2 2023
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
100K+ 66.67% |
$1.81M - $2.58M
|
250K
$1.58M
|
|
Dec 13, 2023
Q2 2023
|
Polar Capital Holdings PLC
London, X0 |
BUY
|
- |
73K+ 17.76% |
$1.32M - $1.88M
|
484K
$3.05M
|
|
Jul 11, 2023
Q2 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
30.1KNew |
$545K - $775K
|
30.1K
$189K
|
|
Jul 11, 2023
Q2 2023
|
Ausbil Investment Management LTD
Sydney, C3 |
BUY
|
- |
29.9KNew |
$541K - $771K
|
29.9K
$188K
|
|
Aug 03, 2023
Q2 2023
|
Jennison Associates LLC
|
BUY
|
- |
25.5KNew |
$462K - $658K
|
25.5K
$161K
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
12.3KNew |
$222K - $316K
|
12.3K
$77.3K
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.99KNew |
$181K - $258K
|
9.99K
$62.9K
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
9.34KNew |
$169K - $241K
|
9.34K
$58.9K
|
|
Aug 14, 2023
Q2 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
9.33KNew |
$169K - $241K
|
9.33K
$58.8K
|
|
Aug 11, 2023
Q2 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
8.3KNew |
$150K - $214K
|
8.3K
$52.3K
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
8.25KNew |
$149K - $213K
|
8.25K
$52K
|
|
Aug 14, 2023
Q2 2023
|
Sandia Investment Management LP
Boston, MA |
BUY
|
CALL |
5KNew |
$90.6K - $129K
|
5K
$31.5K
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.57K+ 7.4% |
$46.6K - $66.4K
|
37.4K
$235K
|
|
Jul 26, 2023
Q2 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
376New |
$6.81K - $9.7K
|
376
$2.37K
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
200New |
$3.62K - $5.16K
|
200
$1.26K
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
195+ 390.0% |
$3.53K - $5.03K
|
245
$1.54K
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
170New |
$3.08K - $4.39K
|
170
$1.07K
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
26New |
$471 - $671
|
26
$164
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
10+ 250.0% |
$181 - $258
|
14
$88.2
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
8+ 800.0% |
$145 - $206
|
9
$56.7
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3+ 75.0% |
$54.4 - $77.4
|
7
$44.1
|
|
Q1 2023 | |||||||
May 08, 2023
Q1 2023
|
Braun Stacey Associates Inc
|
BUY
|
- |
819KNew |
$16.2M - $23.9M
|
819K
$5.16M
|
|
May 15, 2023
Q1 2023
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
392KNew |
$7.77M - $11.5M
|
392K
$2.47M
|
|
May 15, 2023
Q1 2023
|
Rokos Capital Management LLP
London, X0 |
BUY
|
- |
300KNew |
$5.95M - $8.77M
|
300K
$1.89M
|
|
May 15, 2023
Q1 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
150KNew |
$2.97M - $4.38M
|
150K
$945K
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
112KNew |
$2.21M - $3.26M
|
112K
$703K
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
111K+ 90.72% |
$2.2M - $3.24M
|
233K
$1.47M
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
CALL |
81.1KNew |
$1.61M - $2.37M
|
81.1K
$511K
|
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
51.5KNew |
$1.02M - $1.51M
|
51.5K
$325K
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
32.8KNew |
$650K - $958K
|
32.8K
$206K
|
|
May 15, 2023
Q1 2023
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
20KNew |
$396K - $585K
|
20K
$126K
|