Institutional shares held 67.9 Million
0 calls
0 puts
Total value of holdings $3.25B
$0 calls
$0 puts
# of Institutions 442


Latest Institutional Activity in SHM

Top Purchases

Q4 2025
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Shares Held: 159K ($7.64M)
Q4 2025
Stock Yards Bank & Trust CO Shares Held: 7.09K ($340K)
Q4 2025
Savvy Advisors, Inc. Shares Held: 21.3K ($1.02M)
Q4 2025
Marshall Financial Group LLC Shares Held: 5.29K ($254K)
Q4 2025
Elmwood Wealth Management, Inc. Shares Held: 38.5K ($1.85M)

Top Sells

Q4 2025
Wealthcare Advisory Partners LLC Shares Held: 617K ($29.6M)
Q4 2025
Dakota Wealth Management Shares Held: 18K ($861K)
Q4 2025
Prime Capital Investment Advisors, LLC Shares Held: 223K ($10.7M)
Q4 2025
Chatham Capital Group, Inc. Shares Held: 98.2K ($4.71M)
Q4 2025
Hunter Associates Investment Management LLC Shares Held: 48.3K ($2.32M)

About SHM

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