Institutional shares held 438,464
0 calls
0 puts
Total value of holdings $28M
$0 calls
$0 puts
# of Institutions 22


Latest Institutional Activity in SPVM

Top Purchases

Q3 2025
Jones Financial Companies Lllp Shares Held: 5.34K ($341K)
Q2 2025
Beta Wealth Group, Inc. Shares Held: 178K ($11.4M)
Q2 2025
Lpl Financial LLC Shares Held: 110K ($7.01M)
Q2 2025
Ameriprise Financial Inc Shares Held: 3.45K ($221K)
Q2 2025
Raymond James Financial Inc Shares Held: 23K ($1.47M)

Top Sells

Q3 2025
Cooper Financial Group Shares Held: 9.61K ($614K)
Q2 2025
Morgan Stanley Shares Held: 30.5K ($1.95M)
Q2 2025
Advisor Group Holdings, Inc. Shares Held: 1.18K ($75.6K)
Q2 2025
Tower Research Capital LLC (Trc) Shares Held: 1.92K ($123K)
Q1 2025
Susquehanna International Group, LLP Shares Held: 4.7K ($300K)

About SPVM

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