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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
41New |
$531 - $722
|
41
$344
|
|
|
Jan 05, 2024
Q4 2023
|
Renaissance Capital LLC
|
BUY
|
- |
22.7K+ 26.46% |
$294K - $400K
|
109K
$912K
|
|
| Q3 2023 | |||||||
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
172+ 1.28% |
$3.14K - $4.63K
|
13.6K
$114K
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
1KNew |
$18.3K - $26.9K
|
1K
$8.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Oberweis Asset Management Inc
Lisle, IL |
BUY
|
- |
34.7K+ 24.86% |
$633K - $934K
|
174K
$1.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
11.3KNew |
$206K - $304K
|
11.3K
$94.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Eventide Asset Management, LLC
Boston, MA |
SELL
|
- |
-124K- 5.04% |
$2.26M - $3.34M
|
2.33M
$19.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
86.6KNew |
$1.58M - $2.33M
|
86.6K
$727K
|
|
|
Nov 14, 2023
Q3 2023
|
Sandia Investment Management LP
Boston, MA |
BUY
|
- |
5KNew |
$91.3K - $135K
|
5K
$42K
|
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
323K+ 188.82% |
$5.89M - $8.69M
|
494K
$4.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Pier Capital, LLC
Stamford, CT |
SELL
|
- |
-6.44K- 1.71% |
$118K - $173K
|
370K
$3.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
63.4K+ 10445.3% |
$1.16M - $1.71M
|
64K
$538K
|
|
|
Nov 14, 2023
Q3 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
14K+ 356.94% |
$255K - $377K
|
17.9K
$150K
|
|
|
Nov 14, 2023
Q3 2023
|
Moore Capital Management, LP
New York, NY |
SELL
|
- |
-2.25M- 93.87% |
$41.1M - $60.6M
|
147K
$1.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
44K+ 15.01% |
$803K - $1.18M
|
337K
$2.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Formula Growth LTD
Montreal, A8 |
BUY
|
- |
30.5K+ 99.43% |
$557K - $821K
|
61.2K
$514K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
SELL
|
- |
-202- 76.52% |
$3.69K - $5.44K
|
62
$521
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-12.3K- 99.23% |
$225K - $332K
|
96
$806
|
|
|
Nov 13, 2023
Q3 2023
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-1.98K- 1.02% |
$36K - $53.2K
|
191K
$1.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
30New |
$548 - $808
|
30
$252
|
|
|
Nov 09, 2023
Q3 2023
|
Artisan Partners Limited Partnership
Milwaukee, WI |
SELL
|
- |
-65.3K- 3.78% |
$1.19M - $1.76M
|
1.66M
$14M
|
|
|
Nov 09, 2023
Q3 2023
|
Freemont Management S.A.
|
SELL
|
- |
-11.1K- 14.45% |
$203K - $299K
|
65.7K
$552K
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
5.96KNew |
$109K - $160K
|
5.96K
$50.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
771+ 2.55% |
$14.1K - $20.8K
|
31K
$260K
|
|
|
Nov 07, 2023
Q3 2023
|
Moody Aldrich Partners LLC
|
BUY
|
- |
3.77K+ 3.8% |
$68.8K - $101K
|
103K
$864K
|
|
|
Nov 01, 2023
Q3 2023
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-17.1K- 1.6% |
$312K - $460K
|
1.05M
$8.83M
|
|
|
Nov 01, 2023
Q3 2023
|
Congress Asset Management CO
|
BUY
|
- |
1.39K+ 7.27% |
$25.4K - $37.4K
|
20.5K
$172K
|
|
|
Oct 31, 2023
Q3 2023
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-250K- 74.55% |
$4.56M - $6.73M
|
85.3K
$717K
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-405- 2.18% |
$7.39K - $10.9K
|
18.2K
$153K
|
|
|
Oct 26, 2023
Q3 2023
|
Cushing Asset Management, LP
Dallas, TX |
BUY
|
- |
104K+ 96.97% |
$1.89M - $2.79M
|
211K
$1.77M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
36.6K+ 64.53% |
$667K - $984K
|
93.2K
$783K
|
|
|
Oct 23, 2023
Q3 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-652- 1.11% |
$11.9K - $17.6K
|
58.1K
$488K
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
117+ 4.35% |
$2.14K - $3.15K
|
2.81K
$23.6K
|
|
|
Oct 19, 2023
Q3 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-400- 2.97% |
$7.3K - $10.8K
|
13K
$110K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
95+ 105.56% |
$1.73K - $2.56K
|
185
$1.55K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.66K- 58.91% |
$30.2K - $44.6K
|
1.16K
$9.7K
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
500New |
$9.13K - $13.5K
|
500
$4.2K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-50- 50.0% |
$913 - $1.35K
|
50
$420
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-52.4K- 28.13% |
$957K - $1.41M
|
134K
$1.13M
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
65New |
$1.19K - $1.75K
|
65
$546
|
|
| Q2 2023 | |||||||
|
Oct 07, 2024
Q2 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-720- 0.09% |
$13K - $18.6K
|
766K
$6.43M
|
|
|
Jun 20, 2024
Q2 2023
|
Abrdn PLC
|
SELL
|
- |
-51.4K- 9.43% |
$931K - $1.33M
|
493K
$4.15M
|
|
|
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
$2.53M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-3.54K- 13.18% |
$64.1K - $91.3K
|
23.3K
$196K
|
|
|
Dec 13, 2023
Q2 2023
|
Polar Capital Holdings PLC
London, X0 |
BUY
|
- |
73K+ 17.76% |
$1.32M - $1.88M
|
484K
$4.07M
|
|
|
Aug 21, 2023
Q2 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-612- 6.61% |
$11.1K - $15.8K
|
8.64K
$72.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.99KNew |
$181K - $258K
|
9.99K
$83.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Aventail Capital Group, LP
New York, NY |
BUY
|
- |
100KNew |
$1.81M - $2.58M
|
100K
$840K
|
|
|
Aug 14, 2023
Q2 2023
|
683 Capital Management, LLC
New York, NY |
SELL
|
PUT |
-15K- 30.0% |
$272K - $387K
|
35K
$294K
|
|
|
Aug 14, 2023
Q2 2023
|
Sandia Investment Management LP
Boston, MA |
BUY
|
CALL |
5KNew |
$90.6K - $129K
|
5K
$42K
|
|