Institutional shares held 16.3 Million
0 calls
0 puts
Total value of holdings $1.15B
$0 calls
$0 puts
# of Institutions 161


Latest Institutional Activity in SMLF

Top Purchases

Q3 2024
Cornerstone Planning Group LLC Shares Held: 362K ($25.6M)
Q3 2024
Ameriprise Financial Inc Shares Held: 620K ($43.8M)
Q3 2024
Westwood Holdings Group Inc Shares Held: 145K ($10.3M)
Q3 2024
Cambridge Investment Research Advisors, Inc. Shares Held: 241K ($17M)
Q3 2024
Geo Wealth Management, LLC Shares Held: 248K ($17.5M)

Top Sells

Q3 2024
Strategic Financial Services, Inc, Shares Held: 3.69M ($260M)
Q3 2024
Mercer Global Advisors Inc Shares Held: 274K ($19.3M)
Q3 2024
Addison Advisors LLC Shares Held: 83.1K ($5.87M)
Q3 2024
Wharton Business Group, LLC Shares Held: 22.1K ($1.56M)
Q3 2024
Phillips Financial Management, LLC Shares Held: 72.5K ($5.12M)

About SMLF

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