Purchases and Sales Made in Q3 2023 in Shoals Technologies Group, Inc. (SHLS)
This table provides information about the institutional ownership of Shoals Technologies Group, Inc. (SHLS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
870New |
$15.9K - $23.4K
|
870
$5.48K
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
811+ 86.65% |
$14.8K - $21.8K
|
1.75K
$11K
|
|
|
Nov 08, 2023
Q3 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
771+ 2.55% |
$14.1K - $20.8K
|
31K
$195K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
765+ 92.73% |
$14K - $20.6K
|
1.59K
$10K
|
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
BUY
|
- |
689+ 1.45% |
$12.6K - $18.5K
|
48.4K
$305K
|
|
|
Nov 08, 2023
Q3 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
596+ 2.32% |
$10.9K - $16K
|
26.3K
$166K
|
|
|
Nov 02, 2023
Q3 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
567New |
$10.3K - $15.3K
|
567
$3.57K
|
|
|
Nov 09, 2023
Q3 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
567New |
$10.3K - $15.3K
|
567
$3.57K
|
|
|
Nov 14, 2023
Q3 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
513+ 5.46% |
$9.36K - $13.8K
|
9.91K
$62.4K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
505+ 0.28% |
$9.22K - $13.6K
|
180K
$1.13M
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
500New |
$9.13K - $13.5K
|
500
$3.15K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
360+ 64.17% |
$6.57K - $9.69K
|
921
$5.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
327+ 17.55% |
$5.97K - $8.8K
|
2.19K
$13.8K
|
|
|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
260+ 0.53% |
$4.75K - $7K
|
49K
$308K
|
|
|
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
|
Xponance, Inc.
|
BUY
|
- |
151+ 1.49% |
$2.76K - $4.06K
|
10.3K
$64.7K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
134+ 145.65% |
$2.45K - $3.61K
|
226
$1.42K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
130+ 52.85% |
$2.37K - $3.5K
|
376
$2.37K
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
117+ 4.35% |
$2.14K - $3.15K
|
2.81K
$17.7K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
100New |
$1.83K - $2.69K
|
100
$630
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
100+ 105.26% |
$1.83K - $2.69K
|
195
$1.23K
|
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
96+ 0.76% |
$1.75K - $2.58K
|
12.8K
$80.6K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
95+ 105.56% |
$1.73K - $2.56K
|
185
$1.17K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
90+ 8.92% |
$1.64K - $2.42K
|
1.1K
$6.92K
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
65New |
$1.19K - $1.75K
|
65
$410
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
47+ 142.42% |
$858 - $1.27K
|
80
$504
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
30New |
$548 - $808
|
30
$189
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
21+ 100.0% |
$383 - $565
|
42
$265
|
|
|
Nov 02, 2023
Q3 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
15+ 0.37% |
$274 - $404
|
4.06K
$25.5K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
6+ 5.31% |
$110 - $162
|
119
$750
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5+ 20.0% |
$91.3 - $135
|
30
$189
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 10.0% |
$18.3 - $26.9
|
9
$56.7
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-6- 3.73% |
$110 - $162
|
155
$977
|
|
|
Nov 13, 2023
Q3 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-25- 0.08% |
$456 - $673
|
30.7K
$194K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-50- 50.0% |
$913 - $1.35K
|
50
$315
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-51- 0.31% |
$931 - $1.37K
|
16.3K
$102K
|
|
|
Nov 13, 2023
Q3 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-54- 0.36% |
$986 - $1.45K
|
14.9K
$93.7K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-100- 9.25% |
$1.83K - $2.69K
|
981
$6.18K
|
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-190- 1.22% |
$3.47K - $5.11K
|
15.4K
$96.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
SELL
|
- |
-202- 76.52% |
$3.69K - $5.44K
|
62
$391
|
|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-232- 2.93% |
$4.23K - $6.25K
|
7.67K
$48.3K
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-300- 2.1% |
$5.48K - $8.08K
|
14K
$88.3K
|
|
|
Nov 03, 2023
Q3 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-389- 13.12% |
$7.1K - $10.5K
|
2.58K
$16.2K
|
|
|
Oct 19, 2023
Q3 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-400- 2.97% |
$7.3K - $10.8K
|
13K
$82.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Tealwood Asset Management Inc
|
SELL
|
- |
-404- 0.99% |
$7.37K - $10.9K
|
40.6K
$256K
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-405- 2.18% |
$7.39K - $10.9K
|
18.2K
$115K
|
|
|
Nov 14, 2023
Q3 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-445- 0.66% |
$8.12K - $12K
|
67.3K
$424K
|
|
|
Nov 09, 2023
Q3 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-600- 1.98% |
$11K - $16.2K
|
29.7K
$187K
|
|
|
Oct 23, 2023
Q3 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-652- 1.11% |
$11.9K - $17.6K
|
58.1K
$366K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-735- 60.1% |
$13.4K - $19.8K
|
488
$3.07K
|