Institutional shares held 786,746
0 calls
0 puts
Total value of holdings $96.7M
$0 calls
$0 puts
# of Institutions 93


Latest Institutional Activity in SMLV

Top Purchases

Q1 2025
Swisher Financial Concepts, Inc. Shares Held: 2.36K ($289K)
Q1 2025
Nbc Securities, Inc. Shares Held: 110 ($13.5K)
Q1 2025
Advisor Net Financial, Inc Shares Held: 380 ($46.7K)
Q4 2024
Ieq Capital, LLC Shares Held: 56K ($6.88M)
Q4 2024
Aqr Capital Management LLC Shares Held: 46.6K ($5.72M)

Top Sells

Q1 2025
Mc Naughton Wealth Management, LLC Shares Held: 23K ($2.82M)
Q1 2025
Insight Advisors, LLC Shares Held: 8.82K ($1.08M)
Q1 2025
Hf Advisory Group, LLC Shares Held: 7.38K ($907K)
Q1 2025
Johnson & White Wealth Management, LLC Shares Held: 12.9K ($1.59M)
Q1 2025
High Net Worth Advisory Group LLC Shares Held: 1.91K ($234K)

About SMLV

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