Institutional shares held 31.8 Million
6.4K calls
600 puts
Total value of holdings $2.25B
$452K calls
$42K puts
# of Institutions 632


Latest Institutional Activity in SLYV

Top Purchases

Q1 2025
Fragasso Group Inc. Shares Held: 288K ($20.4M)
Q1 2025
Confluence Investment Management LLC Shares Held: 87.6K ($6.19M)
Q1 2025
Hardin Capital Partners, LLC Shares Held: 11.6K ($822K)
Q1 2025
Cwa Asset Management Group, LLC Shares Held: 8.56K ($605K)
Q1 2025
Merit Financial Group, LLC Shares Held: 20K ($1.41M)

Top Sells

Q1 2025
Ewg Elevate Inc. Shares Held: 2.96K ($209K)
Q1 2025
Nelson, Van Denburg & Campbell Wealth Management Group, LLC Shares Held: 183K ($12.9M)
Q1 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 3.8K ($268K)
Q1 2025
Waller Financial Planning Group, Inc Shares Held: 47.1K ($3.33M)
Q1 2025
Kwb Wealth Shares Held: 218K ($15.4M)

About SLYV

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P - Open market or private purchase×
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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×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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