Institutional shares held 6.12 Million
8.7K calls
200 puts
Total value of holdings $385M
$548K calls
$12K puts
# of Institutions 149


Latest Institutional Activity in SMDV

Top Purchases

Q1 2025
Envestnet Asset Management Inc Shares Held: 54.9K ($3.46M)
Q1 2025
Truist Financial Corp Shares Held: 115K ($7.24M)
Q1 2025
United Advisor Group, LLC Shares Held: 48.5K ($3.06M)
Q1 2025
Toth Financial Advisory Corp Shares Held: 194K ($12.2M)
Q1 2025
Creative Financial Designs Inc Shares Held: 8.35K ($526K)

Top Sells

Q1 2025
Capital Investment Advisors, LLC Shares Held: 418K ($26.3M)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 56K ($3.53M)
Q1 2025
Lion Street Advisors, LLC Shares Held: 3.13K ($197K)
Q1 2025
Essex Financial Services, Inc. Shares Held: 25.2K ($1.59M)
Q1 2025
Atlas Brown,Inc. Shares Held: 5.86K ($369K)

About SMDV

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P - Open market or private purchase×
S - Open market or private sale×
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A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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