Institutional shares held 66 Million
32K calls
1.82M puts
Total value of holdings $4.76B
$2.31M calls
$132M puts
# of Institutions 818


Latest Institutional Activity in SPLV

Top Purchases

Q1 2025
Summit Global Investments Shares Held: 198K ($14.3M)
Q1 2025
Robertson Stephens Wealth Management, LLC Shares Held: 144K ($10.4M)
Q1 2025
Northstar Advisory Group, LLC Shares Held: 95.6K ($6.9M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 545K ($39.3M)
Q1 2025
Sowell Financial Services LLC Shares Held: 195K ($14M)

Top Sells

Q1 2025
Merit Financial Group, LLC Shares Held: 553K ($39.9M)
Q1 2025
Gamma Investing LLC Shares Held: 2.83K ($204K)
Q1 2025
Park Avenue Securities LLC Shares Held: 11.3K ($814K)
Q1 2025
New Square Capital LLC Shares Held: 466K ($33.6M)
Q1 2025
Janney Montgomery Scott LLC Shares Held: 324K ($23.4M)

About SPLV

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