SHV ($SHV) Insider Trading & Smart Money Activity

SHV · Latest filing Oct 16, 2026

$SHV has 8 13F position changes on file.

Insider buyers (12 mo)

0

Insider sellers (12 mo)

0

Net insider $ (12 mo)

$0

Congress trades (12 mo)

0

13F moves on file

8

Analyst ratings on file

0

SHV insider buying and selling by quarter

Quarter	Insider buys	Insider sales	Congress buys / sales	13F added / cut
Q1 2026	0	0	0 / 0	0 / 0
Q2 2026	0	0	0 / 0	0 / 0
Q3 2026	0	0	0 / 0	0 / 0
Q4 2026	0	0	0 / 0	5 / 3

Insider buys and sales count open-market trades only (Form 4 codes P and S). Grants, option exercises and tax withholding are left out.

All SHV insider, congress, 13F and analyst activity

All 13F

Date	Source	Who	Action	Shares	Value / amount	ΔOwn	1W	1M	6M	Filing	Story
Oct 16, 2026	13F	Onyx Bridge Wealth Group	Reduced	-18.07K sh	$4.61M						—
Oct 16, 2026	13F	Onyx Bridge Wealth Group	Reduced	-18.07K sh	$4.61M						—
Oct 16, 2026	13F	Forum Financial Management	Added	+17.55K sh	$5.58M						—
Oct 16, 2026	13F	Concurrent Investment Advisors	Added	+146.70K sh	$18.04M						—
Oct 16, 2026	13F	Concurrent Investment Advisors	Added	+146.70K sh	$18.04M						—
Oct 15, 2026	13F	AdvisorNet Financial	Added	+64K sh	$29.29M						—
Oct 15, 2026	13F	AdvisorNet Financial	Added	+64K sh	$29.29M						—
Oct 14, 2026	13F	Heck Capital Advisors	Sold out	-38.05K sh							Read

1W / 1M / 6M = how SHV moved from the trade or filing date.

Institutions moving SHV (13F)

• Onyx Bridge Wealth Group2
• Concurrent Investment Advisors2
• AdvisorNet Financial2
• Forum Financial Management1
• Heck Capital Advisors1

Frequently asked questions

Which institutions changed their SHV positions?

Recent 13F filers moving the stock include Onyx Bridge Wealth Group, Concurrent Investment Advisors, AdvisorNet Financial, Forum Financial Management and Heck Capital Advisors.

Data comes from public SEC Form 4 and 13F filings and STOCK Act disclosures. Dates are the trade or filing date reported. This page is for research only and is not investment advice.