Institutional shares held 13 Million
0 calls
0 puts
Total value of holdings $226M
$0 calls
$0 puts
# of Institutions 99


Latest Institutional Activity in SMB

Top Purchases

Q3 2025
Raymond James Financial Inc Shares Held: 902K ($15.6M)
Q3 2025
Savant Capital, LLC Shares Held: 328K ($5.69M)
Q3 2025
Jpmorgan Chase & CO Shares Held: 533K ($9.23M)
Q3 2025
Bank Of America Corp Shares Held: 1.96M ($34M)
Q3 2025
Gradient Investments LLC Shares Held: 131K ($2.28M)

Top Sells

Q3 2025
M Holdings Securities, Inc. Shares Held: 109K ($1.88M)
Q3 2025
Miracle Mile Advisors, LLC Shares Held: 299K ($5.18M)
Q3 2025
Integrated Wealth Concepts LLC Shares Held: 49.7K ($861K)
Q3 2025
Morgan Stanley Shares Held: 481K ($8.34M)
Q3 2025
Prosperity Consulting Group, LLC Shares Held: 131K ($2.28M)

About SMB

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