Institutional shares held 16.6 Million
0 calls
0 puts
Total value of holdings $1.13B
$0 calls
$0 puts
# of Institutions 219


Latest Institutional Activity in SMMD

Top Purchases

Q2 2025
Wealthcare Advisory Partners LLC Shares Held: 180K ($12.3M)
Q2 2025
Simplicity Wealth,Llc Shares Held: 171K ($11.7M)
Q2 2025
Sig Fig Wealth Management, LLC Shares Held: 95K ($6.5M)
Q2 2025
Cx Institutional Shares Held: 62.1K ($4.25M)
Q2 2025
Heritage Wealth Architects, Inc. Shares Held: 13.2K ($902K)

Top Sells

Q2 2025
Truist Financial Corp Shares Held: 185K ($12.7M)
Q2 2025
Cmh Wealth Management LLC Shares Held: 127K ($8.7M)
Q2 2025
Congress Asset Management CO Shares Held: 57.7K ($3.95M)
Q2 2025
Harbor Capital Advisors, Inc. Shares Held: 145K ($9.91M)
Q2 2025
Fifth Third Bancorp Shares Held: 520K ($35.6M)

About SMMD

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