Institutional shares held 19.6 Million
0 calls
0 puts
Total value of holdings $1.44B
$0 calls
$0 puts
# of Institutions 223


Latest Institutional Activity in SMMD

Top Purchases

Q2 2025
Glenmede Investment Management, LP Shares Held: 2.93M ($216M)
Q2 2025
Advisor Group Holdings, Inc. Shares Held: 280K ($20.6M)
Q2 2025
Wealthcare Advisory Partners LLC Shares Held: 180K ($13.3M)
Q2 2025
Gerber Kawasaki Wealth & Investment Management Shares Held: 116K ($8.54M)
Q2 2025
Brinker Capital Investments, LLC Shares Held: 121K ($8.92M)

Top Sells

Q2 2025
Coldstream Capital Management Inc Shares Held: 971K ($71.5M)
Q2 2025
Truist Financial Corp Shares Held: 185K ($13.7M)
Q2 2025
Cmh Wealth Management LLC Shares Held: 127K ($9.37M)
Q2 2025
Congress Asset Management CO Shares Held: 57.7K ($4.25M)
Q2 2025
Cresset Asset Management, LLC Shares Held: 604K ($44.5M)

About SMMD

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