Purchases and Sales Made in Q1 2023 in Shoals Technologies Group, Inc. (SHLS)
This table provides information about the institutional ownership of Shoals Technologies Group, Inc. (SHLS) during Q1 2023. The information is specifically focused on institutions that hold shares of Shoals Technologies Group, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
4+ 100.0% |
$79.3 - $117
|
8
$50.4
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
3+ 4.55% |
$59.5 - $87.7
|
69
$435
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3+ 300.0% |
$59.5 - $87.7
|
4
$25.2
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 0.72% |
$19.8 - $29.2
|
139
$876
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 20.0% |
$19.8 - $29.2
|
4
$25.2
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-22- 20.18% |
$436 - $643
|
87
$548
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-30- 93.75% |
$595 - $877
|
2
$12.6
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-35- 0.18% |
$694 - $1.02K
|
19K
$120K
|
|
|
May 15, 2023
Q1 2023
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-44- 0.05% |
$872 - $1.29K
|
94.1K
$593K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-45- 33.33% |
$892 - $1.32K
|
90
$567
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-62- 71.26% |
$1.23K - $1.81K
|
25
$158
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-73- 45.34% |
$1.45K - $2.13K
|
88
$554
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-75- 75.0% |
$1.49K - $2.19K
|
25
$158
|
|
|
May 04, 2023
Q1 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-75- 0.3% |
$1.49K - $2.19K
|
24.8K
$156K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-134- 22.87% |
$2.66K - $3.92K
|
452
$2.85K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-184- 15.33% |
$3.65K - $5.38K
|
1.02K
$6.4K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-321- 54.87% |
$6.36K - $9.38K
|
264
$1.66K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-380- 79.17% |
$7.53K - $11.1K
|
100
$630
|
|
|
Apr 18, 2023
Q1 2023
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-410- 3.51% |
$8.13K - $12K
|
11.3K
$70.9K
|
|
|
Apr 06, 2023
Q1 2023
|
Green Alpha Advisors, LLC
|
SELL
|
- |
-418- 0.99% |
$8.28K - $12.2K
|
41.7K
$263K
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-445- 0.75% |
$8.82K - $13K
|
58.6K
$369K
|
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-566- 4.18% |
$11.2K - $16.5K
|
13K
$81.8K
|
|
|
May 15, 2023
Q1 2023
|
Sciencast Management LP
|
SELL
|
- |
-934- 7.7% |
$18.5K - $27.3K
|
11.2K
$70.5K
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.6K- 6.28% |
$31.6K - $46.6K
|
23.8K
$150K
|
|
|
May 15, 2023
Q1 2023
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-1.8K- 5.44% |
$35.7K - $52.6K
|
31.3K
$197K
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-2.64K- 8.06% |
$52.4K - $77.3K
|
30.1K
$190K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-2.71K- 8.25% |
$53.7K - $79.2K
|
30.1K
$190K
|
|
|
May 04, 2023
Q1 2023
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-3.15K- 2.17% |
$62.4K - $92K
|
142K
$894K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.51K- 25.41% |
$69.6K - $103K
|
10.3K
$64.9K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-3.67K- 56.66% |
$72.7K - $107K
|
2.8K
$17.7K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.69K- 57.33% |
$73.1K - $108K
|
2.75K
$17.3K
|
|
|
Aug 02, 2023
Q1 2023
|
Strs Ohio
|
SELL
|
- |
-4.1K- 26.62% |
$81.3K - $120K
|
11.3K
$71.2K
|
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-4.4K- 6.61% |
$87.1K - $128K
|
62.1K
$391K
|
|
|
May 15, 2023
Q1 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-5.74K- 5.57% |
$114K - $168K
|
97.4K
$613K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.59K- 19.12% |
$150K - $222K
|
32.1K
$202K
|
|
|
May 02, 2023
Q1 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-9.95K- 2.45% |
$197K - $291K
|
397K
$2.5M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-12K- 34.48% |
$239K - $352K
|
22.9K
$144K
|
|
|
May 12, 2023
Q1 2023
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-16K- 18.56% |
$316K - $466K
|
70K
$441K
|
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-16.5K- 54.15% |
$326K - $481K
|
13.9K
$87.8K
|
|
|
May 04, 2023
Q1 2023
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-17.4K- 41.22% |
$344K - $507K
|
24.7K
$156K
|
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-18.6K- 36.04% |
$368K - $543K
|
32.9K
$208K
|
|
|
May 18, 2023
Q1 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-21.7K- 40.37% |
$430K - $634K
|
32K
$202K
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-24.6K- 96.87% |
$488K - $719K
|
796
$5.01K
|
|
|
Apr 24, 2023
Q1 2023
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-28.6K- 2.25% |
$566K - $835K
|
1.24M
$7.82M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-31.2K- 30.64% |
$619K - $912K
|
70.7K
$445K
|
|
|
Apr 26, 2023
Q1 2023
|
Aquila Investment Management LLC
|
SELL
|
- |
-38K- 59.38% |
$753K - $1.11M
|
26K
$164K
|
|
|
May 10, 2023
Q1 2023
|
Td Asset Management Inc
|
SELL
|
- |
-41.5K- 10.05% |
$823K - $1.21M
|
371K
$2.34M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-47.8K- 1.36% |
$948K - $1.4M
|
3.48M
$21.9M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-47.8K- 1.36% |
$948K - $1.4M
|
3.48M
$21.9M
|