Institutional shares held 5.95 Million
6.7K calls
0 puts
Total value of holdings $385M
$433K calls
$0 puts
# of Institutions 139


Latest Institutional Activity in SMDV

Top Purchases

Q2 2025
Capital Investment Advisors, LLC Shares Held: 420K ($27.2M)
Q2 2025
Wiley Bros. Aintree Capital, LLC Shares Held: 156K ($10.1M)
Q2 2025
New England Private Wealth Advisors LLC Shares Held: 30.1K ($1.94M)
Q2 2025
Ameriprise Financial Inc Shares Held: 44.4K ($2.87M)
Q2 2025
Envestnet Asset Management Inc Shares Held: 73K ($4.72M)

Top Sells

Q2 2025
Wells Fargo & Company Shares Held: 349K ($22.5M)
Q2 2025
Ubs Group Ag Shares Held: 378K ($24.4M)
Q2 2025
Morgan Stanley Shares Held: 1.09M ($70.5M)
Q2 2025
Royal Bank Of Canada Shares Held: 198K ($12.8M)
Q2 2025
Raymond James Financial Inc Shares Held: 293K ($18.9M)

About SMDV

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