Latest Institutional Transactions on Shoals Technologies Group, Inc. (SHLS)
This table provides information on the latest institutional transactions involving Shoals Technologies Group, Inc. (SHLS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
95+ 105.56% |
$1.73K - $2.56K
|
185
$616
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.66K- 58.91% |
$30.2K - $44.6K
|
1.16K
$3.85K
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
500New |
$9.13K - $13.5K
|
500
$1.67K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-50- 50.0% |
$913 - $1.35K
|
50
$167
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-52.4K- 28.13% |
$957K - $1.41M
|
134K
$446K
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
65New |
$1.19K - $1.75K
|
65
$216
|
|
| Q2 2023 | |||||||
|
Oct 07, 2024
Q2 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-720- 0.09% |
$13K - $18.6K
|
766K
$2.55M
|
|
|
Jun 20, 2024
Q2 2023
|
Abrdn PLC
|
SELL
|
- |
-51.4K- 9.43% |
$931K - $1.33M
|
493K
$1.64M
|
|
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
284K+ 1748.0% |
$5.15M - $7.34M
|
301K
$1M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-3.54K- 13.18% |
$64.1K - $91.3K
|
23.3K
$77.6K
|
|
|
Dec 13, 2023
Q2 2023
|
Polar Capital Holdings PLC
London, X0 |
BUY
|
- |
73K+ 17.76% |
$1.32M - $1.88M
|
484K
$1.61M
|
|
|
Aug 21, 2023
Q2 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-612- 6.61% |
$11.1K - $15.8K
|
8.64K
$28.8K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-43- 48.86% |
$779 - $1.11K
|
45
$150
|
|
|
Aug 14, 2023
Q2 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
9.33KNew |
$169K - $241K
|
9.33K
$31.1K
|
|
|
Aug 14, 2023
Q2 2023
|
683 Capital Management, LLC
New York, NY |
SELL
|
PUT |
-15K- 30.0% |
$272K - $387K
|
35K
$117K
|
|
|
Aug 14, 2023
Q2 2023
|
Aventail Capital Group, LP
New York, NY |
BUY
|
- |
100KNew |
$1.81M - $2.58M
|
100K
$333K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.99KNew |
$181K - $258K
|
9.99K
$33.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Sandia Investment Management LP
Boston, MA |
BUY
|
CALL |
5KNew |
$90.6K - $129K
|
5K
$16.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-132K- 8.15% |
$2.4M - $3.41M
|
1.49M
$4.96M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
195+ 390.0% |
$3.53K - $5.03K
|
245
$816
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.57K+ 7.4% |
$46.6K - $66.4K
|
37.4K
$124K
|
|
|
Aug 11, 2023
Q2 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-25.6K- 99.57% |
$464K - $660K
|
110
$366
|
|
|
Aug 11, 2023
Q2 2023
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
100K+ 66.67% |
$1.81M - $2.58M
|
250K
$833K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
SELL
|
- |
-770- 5.04% |
$14K - $19.9K
|
14.5K
$48.4K
|
|
|
Aug 11, 2023
Q2 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
8.3KNew |
$150K - $214K
|
8.3K
$27.6K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
8.25KNew |
$149K - $213K
|
8.25K
$27.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
472K+ 12.25% |
$8.55M - $12.2M
|
4.32M
$14.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
9.34KNew |
$169K - $241K
|
9.34K
$31.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Td Asset Management Inc
|
SELL
|
- |
-32.2K- 8.67% |
$583K - $831K
|
339K
$1.13M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
12.3KNew |
$222K - $316K
|
12.3K
$40.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
26New |
$471 - $671
|
26
$86.6
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
10+ 250.0% |
$181 - $258
|
14
$46.6
|
|
|
Aug 03, 2023
Q2 2023
|
Jennison Associates LLC
|
BUY
|
- |
25.5KNew |
$462K - $658K
|
25.5K
$84.9K
|
|
|
Aug 02, 2023
Q2 2023
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
232K+ 58.46% |
$4.2M - $5.98M
|
628K
$2.09M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-96- 0.42% |
$1.74K - $2.48K
|
22.8K
$75.9K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
170New |
$3.08K - $4.39K
|
170
$566
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.05K- 10.14% |
$19K - $27.1K
|
9.3K
$31K
|
|
|
Jul 26, 2023
Q2 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
376New |
$6.81K - $9.7K
|
376
$1.25K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
8+ 800.0% |
$145 - $206
|
9
$30
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
200New |
$3.62K - $5.16K
|
200
$666
|
|
|
Jul 11, 2023
Q2 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
30.1KNew |
$545K - $775K
|
30.1K
$100K
|
|
|
Jul 11, 2023
Q2 2023
|
Ausbil Investment Management LTD
Sydney, C3 |
BUY
|
- |
29.9KNew |
$541K - $771K
|
29.9K
$99.5K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3+ 75.0% |
$54.4 - $77.4
|
7
$23.3
|
|
| Q1 2023 | |||||||
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
51.5KNew |
$1.02M - $1.51M
|
51.5K
$172K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
50+ 16.39% |
$991 - $1.46K
|
355
$1.18K
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
32.8KNew |
$650K - $958K
|
32.8K
$109K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
150KNew |
$2.97M - $4.38M
|
150K
$500K
|
|
|
May 15, 2023
Q1 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
16.7KNew |
$330K - $487K
|
16.7K
$55.5K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
111K+ 90.72% |
$2.2M - $3.24M
|
233K
$776K
|
|
|
May 15, 2023
Q1 2023
|
Rokos Capital Management LLP
London, X0 |
BUY
|
- |
300KNew |
$5.95M - $8.77M
|
300K
$999K
|
|