Institutional shares held 5.69 Million
0 calls
0 puts
Total value of holdings $372M
$0 calls
$0 puts
# of Institutions 141


Latest Institutional Activity in SMDV

Top Purchases

Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 23.6K ($1.54M)
Q4 2025
Forth Right Wealth Management, LLC Shares Held: 87.5K ($5.72M)
Q4 2025
Kraematon Investment Advisors, Inc Shares Held: 5.76K ($377K)
Q4 2025
Sound Income Strategies, LLC Shares Held: 397 ($26K)
Q4 2025
Davenport & CO LLC Shares Held: 4.31K ($282K)

Top Sells

Q4 2025
Capital Investment Advisors, LLC Shares Held: 404K ($26.4M)
Q4 2025
Smith, Moore & Co. Shares Held: 50K ($3.27M)
Q4 2025
Toth Financial Advisory Corp Shares Held: 191K ($12.5M)
Q4 2025
Atlas Brown,Inc. Shares Held: 4.25K ($278K)
Q4 2025
Lewis Asset Management, LLC Shares Held: 6.5K ($425K)

About SMDV

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