Institutional shares held 487,436
0 calls
0 puts
Total value of holdings $29.6M
$0 calls
$0 puts
# of Institutions 25


Latest Institutional Activity in SPVM

Top Purchases

Q1 2025
Beta Wealth Group, Inc. Shares Held: 141K ($8.55M)
Q1 2025
Capstone Wealth Management Group, LLC Shares Held: 76.8K ($4.66M)
Q1 2025
Lpl Financial LLC Shares Held: 81.6K ($4.95M)
Q1 2025
Morgan Stanley Shares Held: 31.6K ($1.91M)
Q1 2025
Private Trust CO Na Shares Held: 2.4K ($146K)

Top Sells

Q1 2025
Jones Financial Companies Lllp Shares Held: 1.78K ($108K)
Q1 2025
Raymond James Financial Inc Shares Held: 20.1K ($1.22M)
Q1 2025
Susquehanna International Group, LLP Shares Held: 4.7K ($285K)
Q1 2025
Cooper Financial Group Shares Held: 48K ($2.91M)
Q1 2025
Tower Research Capital LLC (Trc) Shares Held: 2.53K ($153K)

About SPVM

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