Institutional shares held 11.6 Million
0 calls
0 puts
Total value of holdings $578M
$0 calls
$0 puts
# of Institutions 182


Latest Institutional Activity in SMMU

Top Purchases

Q1 2025
Sagespring Wealth Partners, LLC Shares Held: 238K ($11.9M)
Q1 2025
Quotient Wealth Partners, LLC Shares Held: 131K ($6.54M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 690K ($34.4M)
Q1 2025
Stonebridge Financial Group, LLC Shares Held: 628K ($31.4M)
Q1 2025
Allworth Financial LP Shares Held: 85K ($4.25M)

Top Sells

Q1 2025
Gamma Investing LLC Shares Held: 3.94K ($197K)
Q1 2025
Cerity Partners LLC Shares Held: 251K ($12.5M)
Q1 2025
Carson Allaria Wealth Management, Ltd. Shares Held: 83.9K ($4.19M)
Q1 2025
Golden State Wealth Management, LLC Shares Held: 14.3K ($712K)
Q1 2025
Financial Advocates Investment Management Shares Held: 4.61K ($230K)

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