Institutional shares held 194 Million
0 calls
0 puts
Total value of holdings $5.75B
$0 calls
$0 puts
# of Institutions 544


Latest Institutional Activity in SPSB

Top Purchases

Q1 2024
Jpmorgan Chase & CO Shares Held: 29.1M ($864M)
Q1 2024
Creative Planning Shares Held: 30.9M ($917M)
Q1 2024
Advisory Alpha, LLC Shares Held: 1.98M ($58.7M)
Q1 2024
Mariner, LLC Shares Held: 1.8M ($53.5M)
Q1 2024
Valmark Advisers, Inc. Shares Held: 6.67M ($198M)

Top Sells

Q1 2024
Envestnet Asset Management Inc Shares Held: 4.2M ($125M)
Q1 2024
Advocacy Wealth Management Services, LLC Shares Held: 143K ($4.24M)
Q1 2024
Ae Wealth Management LLC Shares Held: 14.1K ($419K)
Q1 2024
Litman Gregory Wealth Management LLC Shares Held: 1.03M ($30.7M)
Q1 2024
Morgan Stanley Shares Held: 4.37M ($130M)

About SPSB

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