Purchases and Sales Made in Q2 2023 in Shoals Technologies Group, Inc. (SHLS)
This table provides information about the institutional ownership of Shoals Technologies Group, Inc. (SHLS) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 26, 2023
Q2 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
376New |
$6.81K - $9.7K
|
376
$1.65K
|
|
Aug 10, 2023
Q2 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
335+ 2.29% |
$6.07K - $8.64K
|
14.9K
$65.6K
|
|
Jun 25, 2024
Q2 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
335+ 2.29% |
$6.07K - $8.64K
|
14.9K
$65.6K
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
328+ 3.62% |
$5.94K - $8.46K
|
9.39K
$41.2K
|
|
Aug 22, 2023
Q2 2023
|
Comerica Bank
|
BUY
|
- |
261New |
$4.73K - $6.73K
|
261
$1.15K
|
|
Jul 20, 2023
Q2 2023
|
Sumitomo Life Insurance CO
|
BUY
|
- |
242+ 0.41% |
$4.39K - $6.24K
|
58.8K
$258K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
200+ 22.7% |
$3.62K - $5.16K
|
1.08K
$4.75K
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
200New |
$3.62K - $5.16K
|
200
$878
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
195+ 390.0% |
$3.53K - $5.03K
|
245
$1.08K
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
170New |
$3.08K - $4.39K
|
170
$746
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
109+ 24.12% |
$1.98K - $2.81K
|
561
$2.46K
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
26New |
$471 - $671
|
26
$114
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
22+ 15.83% |
$399 - $568
|
161
$707
|
|
Aug 07, 2023
Q2 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
12+ 1.69% |
$217 - $310
|
721
$3.17K
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
10+ 250.0% |
$181 - $258
|
14
$61.5
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
10New |
$181 - $258
|
10
$43.9
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
9+ 1.07% |
$163 - $232
|
849
$3.73K
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
8+ 800.0% |
$145 - $206
|
9
$39.5
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
6+ 0.21% |
$109 - $155
|
2.81K
$12.3K
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
5+ 5.75% |
$90.6 - $129
|
92
$404
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3+ 75.0% |
$54.4 - $77.4
|
7
$30.7
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$18.1 - $25.8
|
1
$4.39
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-7- 0.69% |
$127 - $181
|
1.01K
$4.43K
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-14- 5.38% |
$254 - $361
|
246
$1.08K
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-43- 48.86% |
$779 - $1.11K
|
45
$198
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-57- 63.33% |
$1.03K - $1.47K
|
33
$145
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-96- 0.42% |
$1.74K - $2.48K
|
22.8K
$100K
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-108- 48.87% |
$1.96K - $2.79K
|
113
$496
|
|
Aug 14, 2023
Q2 2023
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-196- 0.21% |
$3.55K - $5.06K
|
93.9K
$412K
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-211- 2.6% |
$3.82K - $5.44K
|
7.91K
$34.7K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-217- 0.38% |
$3.93K - $5.6K
|
56.7K
$249K
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-282- 2.17% |
$5.11K - $7.28K
|
12.7K
$55.7K
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-483- 2.03% |
$8.75K - $12.5K
|
23.3K
$102K
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-489- 21.97% |
$8.86K - $12.6K
|
1.74K
$7.63K
|
|
Aug 02, 2023
Q2 2023
|
Values First Advisors, Inc.
|
SELL
|
- |
-609- 1.98% |
$11K - $15.7K
|
30.2K
$133K
|
|
Aug 21, 2023
Q2 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-612- 6.61% |
$11.1K - $15.8K
|
8.64K
$37.9K
|
|
Aug 14, 2023
Q2 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-720- 0.09% |
$13K - $18.6K
|
766K
$3.36M
|
|
Oct 07, 2024
Q2 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-720- 0.09% |
$13K - $18.6K
|
766K
$3.36M
|
|
Aug 11, 2023
Q2 2023
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
SELL
|
- |
-770- 5.04% |
$14K - $19.9K
|
14.5K
$63.7K
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-780- 4.48% |
$14.1K - $20.1K
|
16.6K
$73K
|
|
Aug 14, 2023
Q2 2023
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-803- 0.57% |
$14.6K - $20.7K
|
141K
$619K
|
|
Aug 01, 2023
Q2 2023
|
Arizona State Retirement System
|
SELL
|
- |
-861- 1.77% |
$15.6K - $22.2K
|
47.7K
$209K
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
SELL
|
- |
-873- 2.9% |
$15.8K - $22.5K
|
29.3K
$129K
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-883- 32.16% |
$16K - $22.8K
|
1.86K
$8.18K
|
|
Aug 14, 2023
Q2 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-900- 6.76% |
$16.3K - $23.2K
|
12.4K
$54.5K
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-966- 5.59% |
$17.5K - $24.9K
|
16.3K
$71.6K
|
|
Jul 25, 2023
Q2 2023
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-1K- 0.08% |
$18.1K - $25.8K
|
1.24M
$5.44M
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.05K- 10.14% |
$19K - $27.1K
|
9.3K
$40.8K
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-1.25K- 11.99% |
$22.6K - $32.2K
|
9.17K
$40.2K
|