Institutional shares held 9.71 Million
0 calls
0 puts
Total value of holdings $588M
$0 calls
$0 puts
# of Institutions 124


Latest Institutional Activity in SPGM

Top Purchases

Q2 2024
Investment Planning Advisors, Inc. Shares Held: 5.75K ($348K)
Q2 2024
Raymond James Financial Services Advisors, Inc. Shares Held: 10.8K ($651K)
Q2 2024
Atlas Private Wealth Advisors Shares Held: 9.44K ($571K)
Q2 2024
Heritage Wealth Partners, LLC Shares Held: 3.64K ($220K)
Q2 2024
First Heartland Consultants, Inc. Shares Held: 114K ($6.9M)

Top Sells

Q2 2024
Cwm, LLC Shares Held: 37.3K ($2.26M)
Q2 2024
Sequoia Financial Advisors, LLC Shares Held: 1.31M ($79.4M)
Q2 2024
Unique Wealth, LLC Shares Held: 122K ($7.38M)
Q2 2024
Cx Institutional Shares Held: 230K ($13.9M)
Q2 2024
First Hawaiian Bank Shares Held: 75K ($4.54M)

About SPGM

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