Institutional shares held 12.7 Million
0 calls
0 puts
Total value of holdings $220M
$0 calls
$0 puts
# of Institutions 100


Latest Institutional Activity in SMB

Top Purchases

Q2 2025
Miracle Mile Advisors, LLC Shares Held: 406K ($7.04M)
Q2 2025
My Wealth Management Inc. Shares Held: 253K ($4.38M)
Q2 2025
Gradient Investments LLC Shares Held: 90.6K ($1.57M)
Q2 2025
Prairie View Partners, LLC Shares Held: 329K ($5.7M)
Q2 2025
Dohj, LLC Shares Held: 390K ($6.75M)

Top Sells

Q2 2025
Envestnet Asset Management Inc Shares Held: 53.1K ($919K)
Q2 2025
Keystone Global Partners, LLC Shares Held: 3.35K ($58.1K)
Q2 2025
Prosperity Consulting Group, LLC Shares Held: 167K ($2.89M)
Q2 2025
Bartlett & Co. Wealth Management LLC Shares Held: 47.6K ($824K)
Q2 2025
Commonwealth Equity Services, LLC Shares Held: 22K ($381K)

About SMB

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