Institutional shares held 269 Million
35.6K calls
3.54K puts
Total value of holdings $5.87B
$775K calls
$77K puts
# of Institutions 248


Latest Institutional Activity in SPMB

Top Purchases

Q1 2025
Lpl Financial LLC Shares Held: 15.4M ($336M)
Q1 2025
Compton Financial Group, LLC Shares Held: 1.62M ($35.3M)
Q1 2025
Advisory Alpha, LLC Shares Held: 1.98M ($43.1M)
Q1 2025
Financial Engines Advisors L.L.C. Shares Held: 184M ($4B)
Q1 2025
Stifel Financial Corp Shares Held: 6.16M ($134M)

Top Sells

Q1 2025
Horizon Financial Services, LLC Shares Held: 208K ($4.53M)
Q1 2025
Independent Advisor Alliance Shares Held: 31.4K ($684K)
Q1 2025
State Street Corp Shares Held: 4.01M ($87.4M)
Q1 2025
Kwb Wealth Shares Held: 270K ($5.87M)
Q1 2025
Jpmorgan Chase & CO Shares Held: 1.25M ($27.2M)

About SPMB

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