Institutional shares held 68 Million
0 calls
0 puts
Total value of holdings $3.26B
$0 calls
$0 puts
# of Institutions 441


Latest Institutional Activity in SHM

Top Purchases

Q4 2025
Elmwood Wealth Management, Inc. Shares Held: 38.5K ($1.85M)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 248K ($11.9M)
Q4 2025
Aquire Wealth Advisors, LLC Shares Held: 39.4K ($1.89M)
Q4 2025
Agate Pass Investment Management, LLC Shares Held: 5.29K ($253K)
Q4 2025
Boston Standard Wealth Management, LLC Shares Held: 42.2K ($2.02M)

Top Sells

Q4 2025
Confluence Investment Management LLC Shares Held: 58K ($2.78M)
Q4 2025
Versant Capital Management, Inc Shares Held: 30.2K ($1.45M)
Q4 2025
Gamma Investing LLC Shares Held: 67.7K ($3.25M)
Q4 2025
Qp Wealth Management, LLC Shares Held: 17.3K ($829K)
Q4 2025
Riversedge Advisors, LLC Shares Held: 9.73K ($466K)

About SHM

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