Institutional shares held 73 Million
0 calls
0 puts
Total value of holdings $3.47B
$0 calls
$0 puts
# of Institutions 436


Latest Institutional Activity in SHM

Top Purchases

Q4 2024
Wealth Enhancement Advisory Services, LLC Shares Held: 730K ($34.7M)
Q4 2024
Cliftonlarsonallen Wealth Advisors, LLC Shares Held: 1.72M ($81.5M)
Q4 2024
Wealthcare Advisory Partners LLC Shares Held: 562K ($26.7M)
Q4 2024
Dakota Wealth Management Shares Held: 67.5K ($3.2M)
Q4 2024
Elmwood Wealth Management, Inc. Shares Held: 20.2K ($959K)

Top Sells

Q4 2024
Mbm Wealth Consultants, LLC Shares Held: 8.56K ($406K)
Q4 2024
Confluence Investment Management LLC Shares Held: 48.7K ($2.31M)
Q4 2024
Proquility Private Wealth Partners, LLC Shares Held: 8.94K ($425K)
Q4 2024
Apella Capital, LLC Shares Held: 148K ($7.03M)
Q4 2024
Kwmg, LLC Shares Held: 78.5K ($3.73M)

About SHM

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