Institutional shares held 6.37 Million
0 calls
0 puts
Total value of holdings $269M
$0 calls
$0 puts
# of Institutions 136


Latest Institutional Activity in SMMV

Top Purchases

Q4 2024
Raymond James Financial Inc Shares Held: 326K ($13.8M)
Q4 2024
Independent Advisor Alliance Shares Held: 40.2K ($1.7M)
Q4 2024
Mfa Wealth Services Shares Held: 17.1K ($723K)
Q4 2024
Joel Adams & Associates, Inc. Shares Held: 16.8K ($713K)
Q4 2024
Janney Montgomery Scott LLC Shares Held: 14.7K ($622K)

Top Sells

Q4 2024
Wealth Management Resources, Inc. Shares Held: 283K ($12M)
Q4 2024
Kestra Advisory Services, LLC Shares Held: 14.8K ($626K)
Q4 2024
Hibernia Wealth Partners, LLC Shares Held: 4.95K ($209K)
Q4 2024
Commonwealth Equity Services, LLC Shares Held: 188K ($7.98M)
Q4 2024
Hbk Sorce Advisory LLC Shares Held: 7.22K ($305K)

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