Institutional shares held 6.03 Million
10.8K calls
0 puts
Total value of holdings $380M
$681K calls
$0 puts
# of Institutions 146


Latest Institutional Activity in SMDV

Top Purchases

Q1 2025
Envestnet Asset Management Inc Shares Held: 54.9K ($3.6M)
Q1 2025
Truist Financial Corp Shares Held: 115K ($7.54M)
Q1 2025
Advisor Group Holdings, Inc. Shares Held: 35K ($2.3M)
Q1 2025
Two Sigma Investments, LP Shares Held: 31.8K ($2.09M)
Q1 2025
Citadel Advisors LLC Shares Held: 15.2K ($999K)

Top Sells

Q1 2025
Wells Fargo & Company Shares Held: 421K ($27.6M)
Q1 2025
Landmark Wealth Management, LLC Shares Held: 47.9K ($3.14M)
Q1 2025
Northwestern Mutual Wealth Management CO Shares Held: 23.1K ($1.52M)
Q1 2025
Capital Investment Advisors, LLC Shares Held: 418K ($27.5M)
Q1 2025
Raymond James Financial Inc Shares Held: 302K ($19.8M)

About SMDV

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