Institutional shares held 788,051
0 calls
0 puts
Total value of holdings $93.8M
$0 calls
$0 puts
# of Institutions 95


Latest Institutional Activity in SMLV

Top Purchases

Q1 2025
Park Avenue Securities LLC Shares Held: 6.93K ($826K)
Q1 2025
Swisher Financial Concepts, Inc. Shares Held: 2.36K ($280K)
Q1 2025
Cornerstone Advisors Asset Management, Inc Shares Held: 2.3K ($274K)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 61.9K ($7.38M)
Q1 2025
Dorval Corp Shares Held: 71.2K ($8.48M)

Top Sells

Q1 2025
Mc Naughton Wealth Management, LLC Shares Held: 23K ($2.73M)
Q1 2025
Capital Investment Advisory Services, LLC Shares Held: 67 ($7.98K)
Q1 2025
Iag Wealth Partners, LLC Shares Held: 14K ($1.67M)
Q1 2025
Insight Advisors, LLC Shares Held: 8.82K ($1.05M)
Q1 2025
Roffman Miller Associates Inc Shares Held: 2.92K ($347K)

About SMLV

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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×
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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