Institutional shares held 12.6 Million
0 calls
0 puts
Total value of holdings $215M
$0 calls
$0 puts
# of Institutions 95


Latest Institutional Activity in SMB

Top Purchases

Q1 2025
Merit Financial Group, LLC Shares Held: 39.3K ($673K)
Q1 2025
Capital Asset Advisory Services LLC Shares Held: 19.8K ($339K)
Q1 2025
Juncture Wealth Strategies, LLC Shares Held: 30.9K ($529K)
Q4 2024
M Holdings Securities, Inc. Shares Held: 568K ($9.73M)
Q4 2024
Allworth Financial LP Shares Held: 1.63M ($28M)

Top Sells

Q1 2025
Brand Asset Management Group, Inc. Shares Held: 11.7K ($200K)
Q1 2025
Versant Capital Management, Inc Shares Held: 5.52K ($94.5K)
Q4 2024
Lpl Financial LLC Shares Held: 554K ($9.48M)
Q4 2024
Advisor Group Holdings, Inc. Shares Held: 88.6K ($1.52M)
Q4 2024
Wells Fargo & Company Shares Held: 621K ($10.6M)

About SMB

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