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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2023
Q2 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
30.1KNew |
$545K - $775K
|
30.1K
$252K
|
|
|
Jul 11, 2023
Q2 2023
|
Ausbil Investment Management LTD
Sydney, C3 |
BUY
|
- |
29.9KNew |
$541K - $771K
|
29.9K
$251K
|
|
|
Aug 03, 2023
Q2 2023
|
Jennison Associates LLC
|
BUY
|
- |
25.5KNew |
$462K - $658K
|
25.5K
$214K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
12.3KNew |
$222K - $316K
|
12.3K
$103K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.99KNew |
$181K - $258K
|
9.99K
$83.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
9.34KNew |
$169K - $241K
|
9.34K
$78.5K
|
|
|
Aug 11, 2023
Q2 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
8.3KNew |
$150K - $214K
|
8.3K
$69.7K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
8.25KNew |
$149K - $213K
|
8.25K
$69.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Sandia Investment Management LP
Boston, MA |
BUY
|
CALL |
5KNew |
$90.6K - $129K
|
5K
$42K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.57K+ 7.4% |
$46.6K - $66.4K
|
37.4K
$314K
|
|
|
Jul 26, 2023
Q2 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
376New |
$6.81K - $9.7K
|
376
$3.16K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
200New |
$3.62K - $5.16K
|
200
$1.68K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
195+ 390.0% |
$3.53K - $5.03K
|
245
$2.06K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
170New |
$3.08K - $4.39K
|
170
$1.43K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
26New |
$471 - $671
|
26
$218
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
10+ 250.0% |
$181 - $258
|
14
$118
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
8+ 800.0% |
$145 - $206
|
9
$75.6
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3+ 75.0% |
$54.4 - $77.4
|
7
$58.8
|
|
| Q1 2023 | |||||||
|
May 08, 2023
Q1 2023
|
Braun Stacey Associates Inc
|
BUY
|
- |
819KNew |
$16.2M - $23.9M
|
819K
$6.88M
|
|
|
May 15, 2023
Q1 2023
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
392KNew |
$7.77M - $11.5M
|
392K
$3.29M
|
|
|
May 15, 2023
Q1 2023
|
Rokos Capital Management LLP
London, X0 |
BUY
|
- |
300KNew |
$5.95M - $8.77M
|
300K
$2.52M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
150KNew |
$2.97M - $4.38M
|
150K
$1.26M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
112KNew |
$2.21M - $3.26M
|
112K
$937K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
111K+ 90.72% |
$2.2M - $3.24M
|
233K
$1.96M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
CALL |
81.1KNew |
$1.61M - $2.37M
|
81.1K
$681K
|
|
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
51.5KNew |
$1.02M - $1.51M
|
51.5K
$433K
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
32.8KNew |
$650K - $958K
|
32.8K
$275K
|
|
|
May 15, 2023
Q1 2023
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
20KNew |
$396K - $585K
|
20K
$168K
|
|
|
May 15, 2023
Q1 2023
|
Kent Lake Capital LLC
Mill Valley, CA |
BUY
|
- |
15KNew |
$297K - $438K
|
15K
$126K
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
13.7KNew |
$272K - $401K
|
13.7K
$115K
|
|
|
May 15, 2023
Q1 2023
|
Highland Capital Management Fund Advisors, L.P.
Dallas, TX |
BUY
|
- |
10KNew |
$198K - $292K
|
10K
$84K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
1KNew |
$19.8K - $29.2K
|
1K
$8.4K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
632+ 1.51% |
$12.5K - $18.5K
|
42.4K
$356K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
350New |
$6.94K - $10.2K
|
350
$2.94K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
88+ 46.32% |
$1.74K - $2.57K
|
278
$2.34K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
38+ 211.11% |
$753 - $1.11K
|
56
$470
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
35New |
$694 - $1.02K
|
35
$294
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
4+ 100.0% |
$79.3 - $117
|
8
$67.2
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
3+ 4.55% |
$59.5 - $87.7
|
69
$580
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Zimmer Partners, LP
New York, NY |
BUY
|
- |
1.5MNew |
$28.8M - $46.7M
|
1.5M
$12.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
503KNew |
$9.64M - $15.7M
|
503K
$4.22M
|
|
|
Feb 14, 2023
Q4 2022
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
422KNew |
$8.1M - $13.2M
|
422K
$3.55M
|
|
|
Feb 13, 2023
Q4 2022
|
Atika Capital Management LLC
New York, NY |
BUY
|
- |
275KNew |
$5.27M - $8.57M
|
275K
$2.31M
|
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
PUT |
250KNew |
$4.8M - $7.79M
|
250K
$2.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
69.4K+ 55.88% |
$1.33M - $2.16M
|
194K
$1.63M
|
|
|
Feb 12, 2025
Q4 2022
|
Bit Capital Gmb H
Berlin, 2M |
BUY
|
CALL |
55KNew |
$1.05M - $1.71M
|
55K
$462K
|
|
|
Feb 14, 2023
Q4 2022
|
Eam Global Investors LLC
Solana Beach, CA |
BUY
|
- |
53.4KNew |
$1.02M - $1.66M
|
53.4K
$449K
|
|
|
Feb 14, 2023
Q4 2022
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
50KNew |
$959K - $1.56M
|
50K
$420K
|
|
|
Feb 06, 2023
Q4 2022
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
41KNew |
$786K - $1.28M
|
41K
$344K
|
|
|
Feb 14, 2023
Q4 2022
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
39.9KNew |
$766K - $1.24M
|
39.9K
$336K
|
|