Institutional Ownership Shoals Technologies Group, Inc. (SHLS)
This table provides information about the institutional ownership of Shoals Technologies Group, Inc. (SHLS). We have compiled data on the 250 institutions that hold shares in the stock, with a total of 151 Million shares, which have been reported (via 13F filing form) to have a value of $516 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
10,465
shares
|
$34,639
0.01% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
Jain Global LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
10,441
shares
|
$34,559
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Feb 20, 2025 Q4 2024 |
10,319
shares
|
$34,155
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Feb 10, 2025 Q4 2024 |
10,109
shares
|
$33,460
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Essex Private Wealth Management, LLC
Topsfield, MA |
Oct 24, 2024 Q3 2024 |
10,000
shares
|
$33,100
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Feb 14, 2025 Q4 2024 |
9,903
shares
|
$32,778
0.0% of portfolio
|
Q4 2024
Added 1904.66%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Jan 21, 2025 Q4 2024 |
6,682
shares
|
$22,117
0.0% of portfolio
|
Q4 2024
Reduced 11.54%
|
|
|
Amalgamated Bank
New York, NY |
Feb 04, 2025 Q4 2024 |
5,845
shares
|
$19,346
0.0% of portfolio
|
Q1 2024
Reduced 76.23%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,805
shares
|
$19,214
0.01% of portfolio
|
Q3 2021
Reduced 99.16%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
4,653
shares
|
$15,401
0.0% of portfolio
|
Q4 2024
Reduced 35.63%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
4,174
shares
|
$13,815
0.0% of portfolio
|
Q4 2024
Added 25.8%
|
|
|
Clear Street Markets LLC
|
Feb 12, 2025 Q4 2024 |
3,834
shares
|
$12,690
0.01% of portfolio
|
Q4 2024
Added 976.97%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
2,831
shares
|
$9,370
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
2,686
shares
|
$8,890
0.0% of portfolio
|
Q4 2024
Reduced 99.84%
|
|
|
Antipodes Partners LTD
Royal Exchange, C3 |
Feb 10, 2025 Q4 2024 |
2,274
shares
|
$7,526
0.0% of portfolio
|
Q4 2024
Added 16.38%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
2,165
shares
|
$7,166
0.0% of portfolio
|
Q4 2024
Reduced 81.52%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
2,156
shares
|
$7,136
0.0% of portfolio
|
Q4 2024
Added 55.11%
|
|
|
Castleark Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
2,140
shares
|
$7,083
0.0% of portfolio
|
Q4 2023
Reduced 97.19%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
1,929
shares
|
$6,384
0.0% of portfolio
|
Q4 2024
Added 39.78%
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
1,850
shares
|
$6,123
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
1,787
shares
|
$5,914
0.01% of portfolio
|
Q4 2024
Added 13.75%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
1,720
shares
|
$5,693
0.0% of portfolio
|
Q4 2024
Added 15.67%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 22, 2025 Q4 2024 |
1,478
shares
|
$4,892
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
1,376
shares
|
$4,554
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
1,106
shares
|
$3,660
0.0% of portfolio
|
Q4 2024
New holding
|