Institutional shares held 9.58 Million
0 calls
0 puts
Total value of holdings $213M
$0 calls
$0 puts
# of Institutions 134


Latest Institutional Activity in SHYD

Top Purchases

Q1 2025
Dynamic Advisor Solutions LLC Shares Held: 106K ($2.35M)
Q1 2025
New Square Capital LLC Shares Held: 27.2K ($602K)
Q1 2025
Janney Montgomery Scott LLC Shares Held: 11.3K ($250K)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 38.2K ($846K)
Q1 2025
Nbc Securities, Inc. Shares Held: 2.07K ($45.9K)

Top Sells

Q1 2025
Cliftonlarsonallen Wealth Advisors, LLC Shares Held: 13.7K ($304K)
Q1 2025
Fragasso Group Inc. Shares Held: 199K ($4.42M)
Q1 2025
Rmr Wealth Builders Shares Held: 38.5K ($854K)
Q1 2025
Naples Global Advisors, LLC Shares Held: 40K ($887K)
Q1 2025
Breakwater Capital Group Shares Held: 76.3K ($1.69M)

About SHYD

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
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U - Disposition due to a tender of shares in a change of control transaction×
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