Purchases and Sales Made in Q4 2023 in Shoals Technologies Group, Inc. (SHLS)
This table provides information about the institutional ownership of Shoals Technologies Group, Inc. (SHLS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
256+ 0.01% |
$3.32K - $4.51K
|
1.87M
$5.41M
|
|
|
Feb 12, 2024
Q4 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
228+ 1.53% |
$2.95K - $4.02K
|
15.1K
$43.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
224+ 54.9% |
$2.9K - $3.95K
|
632
$1.83K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
200New |
$2.59K - $3.52K
|
200
$578
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
188+ 0.19% |
$2.43K - $3.31K
|
100K
$290K
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
148New |
$1.92K - $2.61K
|
148
$428
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
134+ 1.31% |
$1.74K - $2.36K
|
10.4K
$30.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Los Angeles Capital Management LLC
|
BUY
|
- |
106+ 0.63% |
$1.37K - $1.87K
|
17K
$49.3K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
100+ 0.71% |
$1.3K - $1.76K
|
14.1K
$40.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
66+ 4.32% |
$855 - $1.16K
|
1.6K
$4.61K
|
|
|
Feb 06, 2024
Q4 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
65+ 11.46% |
$842 - $1.15K
|
632
$1.83K
|
|
|
Feb 14, 2024
Q4 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
65+ 11.46% |
$842 - $1.15K
|
632
$1.83K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
57+ 190.0% |
$738 - $1K
|
87
$251
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
41New |
$531 - $722
|
41
$118
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
33New |
$427 - $581
|
33
$95.4
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
32+ 2.91% |
$414 - $564
|
1.13K
$3.27K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
31New |
$401 - $546
|
31
$89.6
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
30+ 6.15% |
$389 - $529
|
518
$1.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
25+ 3.47% |
$324 - $441
|
746
$2.16K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
24+ 64.86% |
$311 - $423
|
61
$176
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
15+ 17.65% |
$194 - $264
|
100
$289
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
6+ 14.29% |
$77.7 - $106
|
48
$139
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4New |
$51.8 - $70.5
|
4
$11.6
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 11.11% |
$13 - $17.6
|
8
$23.1
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-6- 5.04% |
$77.7 - $106
|
113
$327
|
|
|
Feb 12, 2024
Q4 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-9- 0.03% |
$117 - $159
|
30.7K
$88.8K
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-32- 1.21% |
$414 - $564
|
2.62K
$7.57K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-118- 76.13% |
$1.53K - $2.08K
|
37
$107
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-145- 0.94% |
$1.88K - $2.55K
|
15.2K
$44K
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-158- 6.13% |
$2.05K - $2.78K
|
2.42K
$6.99K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-271- 29.42% |
$3.51K - $4.78K
|
650
$1.88K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-297- 30.28% |
$3.85K - $5.23K
|
684
$1.98K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-298- 47.3% |
$3.86K - $5.25K
|
332
$959
|
|
|
Feb 14, 2024
Q4 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-300- 1.01% |
$3.89K - $5.29K
|
29.4K
$85K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-321- 85.37% |
$4.16K - $5.66K
|
55
$159
|
|
|
Feb 14, 2024
Q4 2023
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-331- 3.61% |
$4.29K - $5.83K
|
8.83K
$25.5K
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-345- 0.4% |
$4.47K - $6.08K
|
85.3K
$246K
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-657- 5.14% |
$8.51K - $11.6K
|
12.1K
$35.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-672- 0.58% |
$8.7K - $11.8K
|
115K
$333K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-753- 19.79% |
$9.75K - $13.3K
|
3.05K
$8.82K
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-764- 3.07% |
$9.89K - $13.5K
|
24.1K
$69.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-847- 1.75% |
$11K - $14.9K
|
47.5K
$137K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-1.04K- 3.15% |
$13.5K - $18.4K
|
32.1K
$92.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-1.18K- 0.35% |
$15.3K - $20.8K
|
339K
$979K
|
|
|
Feb 12, 2025
Q4 2023
|
Bit Capital Gmb H
Berlin, 2M |
SELL
|
- |
-1.22KClosed |
$15.7K - $21.4K
|
0
$0
|
|
|
Feb 01, 2024
Q4 2023
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-1.47K- 9.94% |
$19K - $25.9K
|
13.3K
$38.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.54K- 8.67% |
$19.9K - $27.1K
|
16.2K
$46.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-1.58K- 0.45% |
$20.4K - $27.8K
|
350K
$1.01M
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-1.7K- 14.22% |
$22K - $29.9K
|
10.2K
$29.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.74K- 6.6% |
$22.5K - $30.6K
|
24.6K
$71.1K
|