Institutional shares held 12.7 Million
0 calls
0 puts
Total value of holdings $216M
$0 calls
$0 puts
# of Institutions 92


Latest Institutional Activity in SMB

Top Purchases

Q1 2025
Allworth Financial LP Shares Held: 1.77M ($30.2M)
Q1 2025
Impac Tfolio, LLC Shares Held: 152K ($2.59M)
Q1 2025
Flagship Harbor Advisors, LLC Shares Held: 11.1K ($190K)
Q1 2025
Merit Financial Group, LLC Shares Held: 39.3K ($671K)
Q1 2025
Ifp Advisors, Inc Shares Held: 8K ($137K)

Top Sells

Q1 2025
Bartlett & Co. Wealth Management LLC Shares Held: 55K ($938K)
Q1 2025
Golden State Wealth Management, LLC Shares Held: 7.59K ($130K)
Q1 2025
Envestnet Asset Management Inc Shares Held: 96.4K ($1.65M)
Q1 2025
Dohj, LLC Shares Held: 364K ($6.22M)
Q1 2025
Brand Asset Management Group, Inc. Shares Held: 11.7K ($199K)

About SMB

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