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 |
---|---|---|---|---|---|---|---|
Aug 15, 2022
Q2 2022
|
Covalis Capital LLP
London, X0 |
BUY
|
CALL |
200KNew |
$1.96M - $3.91M
|
200K
$946K
|
|
Aug 15, 2022
Q2 2022
|
Howard Marks
Oaktree Capital Management LP | Los Angeles, Ca
|
SELL
|
- |
-4.97M- 99.76% |
$48.6M - $97.2M
|
12K
$56.7K
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.8K- 63.64% |
$27.4K - $54.8K
|
1.6K
$7.57K
|
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-288KClosed |
$2.82M - $5.64M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
153K+ 237.6% |
$1.49M - $2.99M
|
217K
$1.03M
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
40.2KNew |
$393K - $787K
|
40.2K
$190K
|
|
Aug 12, 2022
Q2 2022
|
Ubs Oconnor LLC
Chicago, IL |
SELL
|
- |
-9.01K- 13.05% |
$88.1K - $176K
|
60K
$284K
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-17.8KClosed |
$174K - $348K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
21.9KNew |
$214K - $429K
|
21.9K
$104K
|
|
Aug 09, 2022
Q2 2022
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-793K- 40.4% |
$7.76M - $15.5M
|
1.17M
$5.54M
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
37+ 34.91% |
$362 - $724
|
143
$676
|
|
Aug 05, 2022
Q2 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
95New |
$929 - $1.86K
|
95
$449
|
|
Aug 05, 2022
Q2 2022
|
M&T Bank Corp
|
SELL
|
- |
-11KClosed |
$108K - $215K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Cambiar Investors LLC
|
SELL
|
- |
-152KClosed |
$1.49M - $2.98M
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-179Closed |
$1.75K - $3.5K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Salient Capital Advisors, LLC
|
BUY
|
- |
37KNew |
$362K - $723K
|
37K
$175K
|
|
Aug 02, 2022
Q2 2022
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-38.5KClosed |
$376K - $753K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Oak Thistle LLC
|
SELL
|
- |
-36.1KClosed |
$353K - $707K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-1.5KClosed |
$14.7K - $29.4K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-109Closed |
$1.07K - $2.13K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-35Closed |
$342 - $685
|
0
$0
|
|
Q1 2022 | |||||||
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-22Closed |
$264 - $524
|
0
$0
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
6.84KNew |
$82K - $163K
|
6.84K
$32.3K
|
|
May 16, 2022
Q1 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-228KClosed |
$2.74M - $5.44M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Two Sigma Investments, LP
New York, NY |
SELL
|
PUT |
-16.3KClosed |
$196K - $389K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-100Closed |
$1.2K - $2.38K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-26KClosed |
$312K - $620K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Carlson Capital L P
Dallas, TX |
SELL
|
- |
-59.2KClosed |
$710K - $1.41M
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-33Closed |
$396 - $787
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-3.75KClosed |
$45K - $89.4K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-8.45KClosed |
$101K - $201K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-11.6KClosed |
$139K - $277K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-45- 51.72% |
$540 - $1.07K
|
42
$199
|
|
Q4 2021 | |||||||
Feb 18, 2022
Q4 2021
|
Castle Ark Alternatives, LLC
Chicago, IL |
SELL
|
- |
-2.38KClosed |
$57.2K - $87K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
CALL |
-25KClosed |
$601K - $914K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-8.39KClosed |
$202K - $307K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-60.1KClosed |
$1.45M - $2.2M
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-81.1KClosed |
$1.95M - $2.96M
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-700Closed |
$16.8K - $25.6K
|
0
$0
|
|
Q3 2021 | |||||||
Aug 06, 2024
Q3 2021
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-1.18K- 99.07% |
$30.2K - $44.1K
|
11
$52
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-5.76K- 99.16% |
$148K - $216K
|
49
$232
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group Ltd.
Dublin, L2 |
SELL
|
- |
-8.68KClosed |
$223K - $325K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Woodline Partners LP
San Francisco, CA |
SELL
|
- |
-233KClosed |
$5.97M - $8.72M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-9.97KClosed |
$256K - $374K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-49Closed |
$1.26K - $1.84K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-134Closed |
$3.44K - $5.02K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-200Closed |
$5.14K - $7.5K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Segantii Capital Management LTD
|
SELL
|
- |
-750KClosed |
$19.3M - $28.1M
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-50Closed |
$1.28K - $1.87K
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-6.81KClosed |
$175K - $255K
|
0
$0
|