Institutional shares held 5.79 Million
0 calls
0 puts
Total value of holdings $238M
$0 calls
$0 puts
# of Institutions 135


Latest Institutional Activity in SMMV

Top Purchases

Q1 2025
Wells Fargo & Company Shares Held: 61.4K ($2.53M)
Q1 2025
1858 Wealth Management, LLC Shares Held: 25.4K ($1.05M)
Q1 2025
Assetmark, Inc Shares Held: 6.84K ($281K)
Q1 2025
Moloney Securities Asset Management, LLC Shares Held: 34.9K ($1.43M)
Q1 2025
Advisor Group Holdings, Inc. Shares Held: 13.5K ($555K)

Top Sells

Q1 2025
Goldman Sachs Group Inc Shares Held: 22.7K ($935K)
Q1 2025
Envestnet Asset Management Inc Shares Held: 482K ($19.8M)
Q1 2025
Raymond James Financial Inc Shares Held: 285K ($11.7M)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 55.4K ($2.28M)
Q1 2025
High Net Worth Advisory Group LLC Shares Held: 11.2K ($459K)

About SMMV

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