Institutional shares held 93.1 Million
9K calls
0 puts
Total value of holdings $5.96B
$575K calls
$0 puts
# of Institutions 688


Latest Institutional Activity in SPTM

Top Purchases

Q1 2025
Legacy Private Trust Co. Shares Held: 1.24M ($79.5M)
Q1 2025
Farther Finance Advisors, LLC Shares Held: 167K ($10.7M)
Q1 2025
Atlas Private Wealth Advisors Shares Held: 192K ($12.3M)
Q1 2025
Wealth Alliance Advisory Group, LLC Shares Held: 92.1K ($5.9M)
Q1 2025
Zhang Financial LLC Shares Held: 267K ($17.1M)

Top Sells

Q1 2025
Shepherd Financial Partners LLC Shares Held: 709K ($45.3M)
Q1 2025
Rfg Advisory, LLC Shares Held: 1.48M ($94.9M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 1.58M ($101M)
Q1 2025
Ervin Investment Management, LLC Shares Held: 77.7K ($4.97M)
Q1 2025
Spartan Planning & Wealth Management Shares Held: 123K ($7.86M)

About SPTM

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