Institutional shares held 269 Million
0 calls
0 puts
Total value of holdings $6.75B
$0 calls
$0 puts
# of Institutions 543


Latest Institutional Activity in SPAB

Top Purchases

Q1 2025
Advisor Resource Council Shares Held: 732K ($18.4M)
Q1 2025
Apella Capital, LLC Shares Held: 510K ($12.8M)
Q1 2025
Act Advisors, Llc. Shares Held: 296K ($7.44M)
Q1 2025
Aspire Private Capital, LLC Shares Held: 813K ($20.5M)
Q1 2025
Balance Wealth, LLC Shares Held: 229K ($5.76M)

Top Sells

Q1 2025
Cliftonlarsonallen Wealth Advisors, LLC Shares Held: 11.7M ($295M)
Q1 2025
Heartwood Wealth Advisors LLC Shares Held: 15.3K ($386K)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 3.76M ($94.6M)
Q1 2025
Golden State Wealth Management, LLC Shares Held: 512K ($12.9M)
Q1 2025
Collier Financial Shares Held: 3.28K ($82.4K)

About SPAB

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