Institutional shares held 346,094
0 calls
0 puts
Total value of holdings $19.3M
$0 calls
$0 puts
# of Institutions 25


Latest Institutional Activity in SPVM

Top Purchases

Q1 2025
Capstone Wealth Management Group, LLC Shares Held: 76.8K ($4.28M)
Q1 2025
Private Trust CO Na Shares Held: 2.4K ($134K)
Q1 2025
Abound Financial, LLC Shares Held: 550 ($30.7K)
Q1 2025
Sunbelt Securities, Inc. Shares Held: 12 ($669)
Q4 2024
Raymond James Financial Inc Shares Held: 26.9K ($1.5M)

Top Sells

Q4 2024
Cooper Financial Group Shares Held: 49.4K ($2.76M)
Q4 2024
Advisor Group Holdings, Inc. Shares Held: 500 ($27.9K)
Q4 2024
New Edge Advisors, LLC Shares Held: 4.94K ($276K)
Q4 2024
Morgan Stanley Shares Held: 29K ($1.61M)
Q4 2024
Royal Bank Of Canada Shares Held: 969 ($54K)

About SPVM

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