Institutional shares held 9.32 Million
0 calls
0 puts
Total value of holdings $273M
$0 calls
$0 puts
# of Institutions 115


Latest Institutional Activity in SRVR

Top Purchases

Q4 2025
Ae Wealth Management LLC Shares Held: 11.5K ($336K)
Q4 2025
Baron Financial Group, LLC Shares Held: 17.4K ($508K)
Q4 2025
Foster & Motley Inc Shares Held: 373K ($10.9M)
Q4 2025
Optima Capital LLC Shares Held: 2.27K ($66.3K)
Q4 2025
Lodestone Wealth Management LLC Shares Held: 198 ($5.79K)

Top Sells

Q4 2025
Private Trust CO Na Shares Held: 200 ($5.85K)
Q4 2025
Stratos Wealth Partners, Ltd. Shares Held: 8.32K ($243K)
Q4 2025
Nations Financial Group Inc, Shares Held: 7.35K ($215K)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 13.9K ($405K)
Q4 2025
Spire Wealth Management Shares Held: 4.03K ($118K)

About SRVR

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