Institutional shares held 746,782
0 calls
0 puts
Total value of holdings $31.2M
$0 calls
$0 puts
# of Institutions 20


Latest Institutional Activity in SPBC

Top Purchases

Q2 2025
Cwm, LLC Shares Held: 273K ($11.7M)
Q2 2025
Envestnet Asset Management Inc Shares Held: 48.9K ($2.08M)
Q2 2025
Total Clarity Wealth Management, Inc. Shares Held: 41.5K ($1.77M)
Q2 2025
Chicago Partners Investment Group LLC Shares Held: 18.8K ($802K)
Q2 2025
Private Trust CO Na Shares Held: 302 ($12.9K)

Top Sells

Q2 2025
Worth Asset Management, LLC Shares Held: 6.33K ($270K)
Q2 2025
Ferguson Shapiro LLC Shares Held: 17.3K ($739K)
Q1 2025
Private Advisor Group, LLC Shares Held: 54.6K ($2.33M)
Q1 2025
Sfg Wealth Management, Llc. Shares Held: 103K ($4.38M)
Q1 2025
Old Mission Capital LLC Shares Held: 12.1K ($514K)

About SPBC

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