Institutional shares held 9.65 Million
0 calls
0 puts
Total value of holdings $734M
$0 calls
$0 puts
# of Institutions 162


Latest Institutional Activity in SPGM

Top Purchases

Q4 2025
Barden Capital Management, Inc. Shares Held: 75.2K ($5.72M)
Q3 2025
Sequoia Financial Advisors, LLC Shares Held: 1.39M ($106M)
Q3 2025
High Tower Advisors, LLC Shares Held: 682K ($51.8M)
Q3 2025
Commerce Bank Shares Held: 141K ($10.7M)
Q3 2025
Jpmorgan Chase & CO Shares Held: 96.2K ($7.31M)

Top Sells

Q4 2025
Unique Wealth, LLC Shares Held: 77.7K ($5.91M)
Q4 2025
Advance Capital Management, Inc. Shares Held: 372K ($28.2M)
Q4 2025
Holos Integrated Wealth LLC Shares Held: 8.82K ($670K)
Q3 2025
Lpl Financial LLC Shares Held: 2.16M ($164M)
Q3 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 147K ($11.2M)

About SPGM

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