Institutional shares held 438,464
0 calls
0 puts
Total value of holdings $28.2M
$0 calls
$0 puts
# of Institutions 22


Latest Institutional Activity in SPVM

Top Purchases

Q3 2025
Jones Financial Companies Lllp Shares Held: 5.34K ($344K)
Q2 2025
Beta Wealth Group, Inc. Shares Held: 178K ($11.4M)
Q2 2025
Lpl Financial LLC Shares Held: 110K ($7.05M)
Q2 2025
Ameriprise Financial Inc Shares Held: 3.45K ($222K)
Q2 2025
Raymond James Financial Inc Shares Held: 23K ($1.48M)

Top Sells

Q3 2025
Cooper Financial Group Shares Held: 9.61K ($618K)
Q2 2025
Morgan Stanley Shares Held: 30.5K ($1.96M)
Q2 2025
Advisor Group Holdings, Inc. Shares Held: 1.18K ($76K)
Q2 2025
Tower Research Capital LLC (Trc) Shares Held: 1.92K ($124K)
Q1 2025
Susquehanna International Group, LLP Shares Held: 4.7K ($302K)

About SPVM

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