Institutional shares held 9.73 Million
0 calls
0 puts
Total value of holdings $729M
$0 calls
$0 puts
# of Institutions 155


Latest Institutional Activity in SPGM

Top Purchases

Q3 2025
Sequoia Financial Advisors, LLC Shares Held: 1.39M ($104M)
Q3 2025
Investment Planning Advisors, Inc. Shares Held: 41K ($3.07M)
Q3 2025
Foronjy Financial LLC Shares Held: 68.3K ($5.12M)
Q3 2025
Advance Capital Management, Inc. Shares Held: 374K ($28M)
Q3 2025
Destiny Wealth Partners, LLC Shares Held: 63.2K ($4.74M)

Top Sells

Q3 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 147K ($11M)
Q3 2025
Trilogy Capital Inc. Shares Held: 70.8K ($5.31M)
Q3 2025
Great Waters Wealth Management Shares Held: 31K ($2.33M)
Q3 2025
Unique Wealth, LLC Shares Held: 81.4K ($6.1M)
Q3 2025
Atlas Private Wealth Advisors Shares Held: 3.78K ($283K)

About SPGM

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