Institutional shares held 11.1 Million
0 calls
0 puts
Total value of holdings $190M
$0 calls
$0 puts
# of Institutions 90


Latest Institutional Activity in SMB

Top Purchases

Q3 2024
Allworth Financial LP Shares Held: 1.26M ($21.5M)
Q3 2024
Wealth Enhancement Advisory Services, LLC Shares Held: 25K ($428K)
Q3 2024
Dohj, LLC Shares Held: 353K ($6.04M)
Q3 2024
Kavar Capital Partners Group, LLC Shares Held: 12.5K ($214K)
Q3 2024
Fluent Financial, LLC Shares Held: 11.7K ($201K)

Top Sells

Q3 2024
Massmutual Trust CO Fsb Shares Held: 323 ($5.53K)
Q3 2024
Prosperity Consulting Group, LLC Shares Held: 193K ($3.3M)
Q3 2024
Juncture Wealth Strategies, LLC Shares Held: 44.3K ($759K)
Q3 2024
Bartlett & Co. Wealth Management LLC Shares Held: 68.4K ($1.17M)
Q3 2024
Willis Johnson & Associates, Inc. Shares Held: 241K ($4.13M)

About SMB

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