Institutional shares held 28.7 Million
0 calls
0 puts
Total value of holdings $721M
$0 calls
$0 puts
# of Institutions 334


Latest Institutional Activity in SUSB

Top Purchases

Q2 2025
Elser Financial Planning, Inc Shares Held: 266K ($6.68M)
Q2 2025
Impac Tfolio, LLC Shares Held: 233K ($5.85M)
Q2 2025
Impact Investors, Inc Shares Held: 300K ($7.54M)
Q2 2025
Wealth Advisory Team LLC Shares Held: 22.2K ($556K)
Q2 2025
Cardinal Point Capital Management, Ulc Shares Held: 73.6K ($1.85M)

Top Sells

Q2 2025
Eastern Bank Shares Held: 15.1K ($380K)
Q2 2025
Envestnet Asset Management Inc Shares Held: 686K ($17.2M)
Q2 2025
Halbert Hargrove Global Advisors, LLC Shares Held: 0 ($0)
Q2 2025
Ethic Inc. Shares Held: 28.2K ($708K)
Q2 2025
Abacus Wealth Partners, LLC Shares Held: 28.2K ($708K)

About SUSB

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