Institutional shares held 69.4 Million
0 calls
0 puts
Total value of holdings $3.34B
$0 calls
$0 puts
# of Institutions 447


Latest Institutional Activity in SHM

Top Purchases

Q2 2025
Cx Institutional Shares Held: 1.69M ($81.3M)
Q2 2025
High Tower Advisors, LLC Shares Held: 358K ($17.2M)
Q2 2025
Karpus Management, Inc. Shares Held: 919K ($44.2M)
Q2 2025
Precision Wealth Strategies, LLC Shares Held: 109K ($5.24M)
Q2 2025
Renaissance Technologies LLC Shares Held: 132K ($6.35M)

Top Sells

Q2 2025
United Capital Financial Advisers, LLC Shares Held: 2.06M ($99.3M)
Q2 2025
Envestnet Asset Management Inc Shares Held: 4.91M ($236M)
Q2 2025
Mercer Global Advisors Inc Shares Held: 2.19M ($105M)
Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 249K ($12M)
Q2 2025
Wells Fargo & Company Shares Held: 4.02M ($193M)

About SHM

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