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 |
|---|---|---|---|---|---|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
997
shares
|
$3,300
0.0% of portfolio
|
Q4 2024
Reduced 2.92%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
746
shares
|
$2,469
0.0% of portfolio
|
Q4 2023
Added 3.47%
|
|
|
Nisa Investment Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
528
shares
|
$1,747
0.0% of portfolio
|
Q4 2024
Reduced 53.19%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
527
shares
|
$1,744
0.0% of portfolio
|
Q3 2024
Reduced 69.9%
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
500
shares
|
$1,655
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Harbor Capital Advisors, Inc.
|
Jan 10, 2025 Q4 2024 |
465
shares
|
$1,539
0.0% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
400
shares
|
$1,324
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
399
shares
|
$1,320
0.0% of portfolio
|
Q4 2024
Added 38.06%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
365
shares
|
$1,208
0.0% of portfolio
|
Q4 2024
Reduced 93.8%
|
|
|
Quarry LP
New York, NY |
Feb 14, 2025 Q4 2024 |
285
shares
|
$943
0.0% of portfolio
|
Q4 2024
Reduced 66.71%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
270
shares
|
$893
0.0% of portfolio
|
Q4 2024
Reduced 78.33%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
254
shares
|
$840
0.0% of portfolio
|
Q2 2024
Reduced 97.82%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
226
shares
|
$748
0.0% of portfolio
|
Q4 2024
Reduced 6.22%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
200
shares
|
$662
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
Feb 18, 2025 Q4 2024 |
192
shares
|
$635
0.0% of portfolio
|
Q3 2024
Added 125.88%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
181
shares
|
$599
0.0% of portfolio
|
Q4 2024
Reduced 84.92%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
177
shares
|
$585
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
175
shares
|
$579
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
158
shares
|
$522
0.0% of portfolio
|
Q4 2024
Reduced 42.75%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
127
shares
|
$420
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
113
shares
|
$374
0.0% of portfolio
|
Q4 2024
Reduced 63.43%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
80
shares
|
$264
0.0% of portfolio
|
Q4 2024
Reduced 70.91%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
80
shares
|
$264
0.0% of portfolio
|
Q4 2024
Added 95.12%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
76
shares
|
$251
0.0% of portfolio
|
Q4 2024
Reduced 29.63%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
42
shares
|
$139
0.0% of portfolio
|
Q1 2022
Reduced 51.72%
|