Latest Institutional Purchases of Shoals Technologies Group, Inc. (SHLS)
This list provides information on the latest institutional transactions involving Shoals Technologies Group, Inc. (SHLS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
12.5KNew |
$162K - $221K
|
12.5K
$41.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
- |
12.1K+ 48.66% |
$157K - $214K
|
37.1K
$123K
|
|
|
Feb 14, 2024
Q4 2023
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
10.9K+ 22.4% |
$141K - $192K
|
59.6K
$197K
|
|
|
Feb 26, 2024
Q4 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
6.82K+ 8.99% |
$88.3K - $120K
|
82.7K
$274K
|
|
|
Feb 14, 2024
Q4 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
2.84KNew |
$36.7K - $50K
|
2.84K
$9.39K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
714+ 4.19% |
$9.25K - $12.6K
|
17.8K
$58.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
315+ 19.81% |
$4.08K - $5.55K
|
1.91K
$6.31K
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
224+ 54.9% |
$2.9K - $3.95K
|
632
$2.09K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
200New |
$2.59K - $3.52K
|
200
$662
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
148New |
$1.92K - $2.61K
|
148
$490
|
|
|
Feb 06, 2024
Q4 2023
|
Los Angeles Capital Management LLC
|
BUY
|
- |
106+ 0.63% |
$1.37K - $1.87K
|
17K
$56.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
41New |
$531 - $722
|
41
$136
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
33New |
$427 - $581
|
33
$109
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
25+ 3.47% |
$324 - $441
|
746
$2.47K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
323K+ 188.82% |
$5.89M - $8.69M
|
494K
$1.63M
|
|
|
Oct 26, 2023
Q3 2023
|
Cushing Asset Management, LP
Dallas, TX |
BUY
|
- |
104K+ 96.97% |
$1.89M - $2.79M
|
211K
$698K
|
|
|
Nov 14, 2023
Q3 2023
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
86.6KNew |
$1.58M - $2.33M
|
86.6K
$287K
|
|
|
Nov 14, 2023
Q3 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
63.4K+ 10445.3% |
$1.16M - $1.71M
|
64K
$212K
|
|
|
Nov 14, 2023
Q3 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
44K+ 15.01% |
$803K - $1.18M
|
337K
$1.12M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
36.6K+ 64.53% |
$667K - $984K
|
93.2K
$309K
|
|
|
Nov 14, 2023
Q3 2023
|
Oberweis Asset Management Inc
Lisle, IL |
BUY
|
- |
34.7K+ 24.86% |
$633K - $934K
|
174K
$577K
|
|
|
Nov 13, 2023
Q3 2023
|
Formula Growth LTD
Montreal, A8 |
BUY
|
- |
30.5K+ 99.43% |
$557K - $821K
|
61.2K
$202K
|
|
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
20.5KNew |
$374K - $552K
|
20.5K
$67.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
14K+ 356.94% |
$255K - $377K
|
17.9K
$59.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
11.3KNew |
$206K - $304K
|
11.3K
$37.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
5.96KNew |
$109K - $160K
|
5.96K
$19.7K
|
|
|
Nov 06, 2023
Q3 2023
|
Trium Capital LLP
London, X0 |
BUY
|
- |
5.1KNew |
$93.1K - $137K
|
5.1K
$16.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Sandia Investment Management LP
Boston, MA |
BUY
|
- |
5KNew |
$91.3K - $135K
|
5K
$16.6K
|
|
|
Nov 07, 2023
Q3 2023
|
Moody Aldrich Partners LLC
|
BUY
|
- |
3.77K+ 3.8% |
$68.8K - $101K
|
103K
$341K
|
|
|
Nov 01, 2023
Q3 2023
|
Congress Asset Management CO
|
BUY
|
- |
1.39K+ 7.27% |
$25.4K - $37.4K
|
20.5K
$67.9K
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
1KNew |
$18.3K - $26.9K
|
1K
$3.31K
|
|
|
Nov 08, 2023
Q3 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
771+ 2.55% |
$14.1K - $20.8K
|
31K
$103K
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
500New |
$9.13K - $13.5K
|
500
$1.66K
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
172+ 1.28% |
$3.14K - $4.63K
|
13.6K
$45K
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
117+ 4.35% |
$2.14K - $3.15K
|
2.81K
$9.3K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
95+ 105.56% |
$1.73K - $2.56K
|
185
$612
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
65New |
$1.19K - $1.75K
|
65
$215
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
30New |
$548 - $808
|
30
$99.3
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
472K+ 12.25% |
$8.55M - $12.2M
|
4.32M
$14.3M
|
|
|
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
$995K
|
|
|
Aug 02, 2023
Q2 2023
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
232K+ 58.46% |
$4.2M - $5.98M
|
628K
$2.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Aventail Capital Group, LP
New York, NY |
BUY
|
- |
100KNew |
$1.81M - $2.58M
|
100K
$331K
|
|
|
Aug 11, 2023
Q2 2023
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
100K+ 66.67% |
$1.81M - $2.58M
|
250K
$828K
|
|
|
Dec 13, 2023
Q2 2023
|
Polar Capital Holdings PLC
London, X0 |
BUY
|
- |
73K+ 17.76% |
$1.32M - $1.88M
|
484K
$1.6M
|
|
|
Jul 11, 2023
Q2 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
30.1KNew |
$545K - $775K
|
30.1K
$99.5K
|
|
|
Jul 11, 2023
Q2 2023
|
Ausbil Investment Management LTD
Sydney, C3 |
BUY
|
- |
29.9KNew |
$541K - $771K
|
29.9K
$98.9K
|
|
|
Aug 03, 2023
Q2 2023
|
Jennison Associates LLC
|
BUY
|
- |
25.5KNew |
$462K - $658K
|
25.5K
$84.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
12.3KNew |
$222K - $316K
|
12.3K
$40.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.99KNew |
$181K - $258K
|
9.99K
$33.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
9.34KNew |
$169K - $241K
|
9.34K
$30.9K
|
|