Institutional shares held 18.8 Million
100 calls
100 puts
Total value of holdings $2.35B
$12K calls
$12K puts
# of Institutions 501


Latest Institutional Activity in SUSA

Top Purchases

Q3 2024
Pensionmark Financial Group, LLC Shares Held: 197K ($24.6M)
Q3 2024
Geo Wealth Management, LLC Shares Held: 72.9K ($9.09M)
Q3 2024
Elevation Capital Advisory, LLC Shares Held: 70.8K ($8.83M)
Q3 2024
Ameritas Advisory Services, LLC Shares Held: 47.5K ($5.93M)
Q3 2024
Hilltop Wealth Advisors, LLC Shares Held: 44.6K ($5.56M)

Top Sells

Q3 2024
Accredited Investors Inc. Shares Held: 61.9K ($7.72M)
Q3 2024
Raymond James Financial Services Advisors, Inc. Shares Held: 71.5K ($8.92M)
Q3 2024
Spinnaker Trust Shares Held: 629K ($78.5M)
Q3 2024
Fund Evaluation Group, LLC Shares Held: 154K ($19.2M)
Q3 2024
D.A. Davidson & Co. Shares Held: 56.8K ($7.08M)

About SUSA

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