Institutional shares held 6.31 Million
0 calls
0 puts
Total value of holdings $267M
$0 calls
$0 puts
# of Institutions 137


Latest Institutional Activity in SMMV

Top Purchases

Q4 2024
Raymond James Financial Inc Shares Held: 326K ($13.8M)
Q4 2024
Bank Of America Corp Shares Held: 1.19M ($50.4M)
Q4 2024
Sagespring Wealth Partners, LLC Shares Held: 108K ($4.56M)
Q4 2024
Jpmorgan Chase & CO Shares Held: 84.7K ($3.59M)
Q4 2024
Independent Advisor Alliance Shares Held: 40.2K ($1.7M)

Top Sells

Q4 2024
Mercer Global Advisors Inc Shares Held: 594K ($25.2M)
Q4 2024
Wealth Management Resources, Inc. Shares Held: 283K ($12M)
Q4 2024
Envestnet Asset Management Inc Shares Held: 572K ($24.2M)
Q4 2024
Cambridge Investment Research Advisors, Inc. Shares Held: 94K ($3.99M)
Q4 2024
Kestra Advisory Services, LLC Shares Held: 14.8K ($627K)

About SMMV

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