Institutional shares held 70.5 Million
0 calls
0 puts
Total value of holdings $3.39B
$0 calls
$0 puts
# of Institutions 458


Latest Institutional Activity in SHM

Top Purchases

Q2 2025
Cx Institutional Shares Held: 1.69M ($81.2M)
Q2 2025
Precision Wealth Strategies, LLC Shares Held: 109K ($5.23M)
Q2 2025
Wealthcare Advisory Partners LLC Shares Held: 658K ($31.6M)
Q2 2025
Tru North Capital Management, LLC Shares Held: 150K ($7.21M)
Q2 2025
Charles Schwab Trust CO Shares Held: 48.4K ($2.33M)

Top Sells

Q2 2025
Envestnet Asset Management Inc Shares Held: 4.91M ($236M)
Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 249K ($12M)
Q2 2025
My Wealth Management Inc. Shares Held: 9.95K ($478K)
Q2 2025
Prime Capital Investment Advisors, LLC Shares Held: 254K ($12.2M)
Q2 2025
Commonwealth Equity Services, LLC Shares Held: 648K ($31.2M)

About SHM

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