Institutional shares held 21 Million
0 calls
0 puts
Total value of holdings $1.52B
$0 calls
$0 puts
# of Institutions 229


Latest Institutional Activity in SMMD

Top Purchases

Q4 2025
Congress Asset Management CO Shares Held: 240K ($17.4M)
Q4 2025
Qp Wealth Management, LLC Shares Held: 51.2K ($3.71M)
Q4 2025
Ronald Blue Trust, Inc. Shares Held: 31K ($2.25M)
Q4 2025
Sig Fig Wealth Management, LLC Shares Held: 133K ($9.63M)
Q4 2025
Kendall Capital Management Shares Held: 353K ($25.6M)

Top Sells

Q4 2025
Hf Advisory Group, LLC Shares Held: 19.6K ($1.42M)
Q4 2025
James J. Burns & Company, LLC Shares Held: 75.2K ($5.45M)
Q4 2025
Berger Financial Group, Inc Shares Held: 141K ($10.2M)
Q4 2025
Red Mountain Financial, LLC Shares Held: 2.93K ($212K)
Q4 2025
Ulland Investment Advisors, LLC Shares Held: 17.3K ($1.26M)

About SMMD

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