Institutional shares held 131 Million
5.3K calls
0 puts
Total value of holdings $9.35B
$377K calls
$0 puts
# of Institutions 624


Latest Institutional Activity in SPHQ

Top Purchases

Q4 2024
Raymond James Financial Inc Shares Held: 1.5M ($107M)
Q4 2024
Madison Investment Advisors, LLC Shares Held: 1.32M ($94.1M)
Q4 2024
Independent Advisor Alliance Shares Held: 1.26M ($89.5M)
Q4 2024
Lpl Financial LLC Shares Held: 8.72M ($621M)
Q4 2024
Ci Private Wealth, LLC Shares Held: 498K ($35.5M)

Top Sells

Q4 2024
Mainstay Capital Management LLC Shares Held: 656K ($46.7M)
Q4 2024
Alaska Permanent Capital Management Shares Held: 10.5K ($749K)
Q4 2024
Kovitz Investment Group Partners, LLC Shares Held: 1.91M ($136M)
Q4 2024
Geo Wealth Management, LLC Shares Held: 61.3K ($4.36M)
Q4 2024
Assetmark, Inc Shares Held: 532K ($37.9M)

About SPHQ

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