Institutional shares held 8 Million
0 calls
0 puts
Total value of holdings $920M
$0 calls
$0 puts
# of Institutions 183


Latest Institutional Activity in SUSL

Top Purchases

Q3 2025
Sk Wealth Management, LLC Shares Held: 52.8K ($6.07M)
Q3 2025
Redhawk Wealth Advisors, Inc. Shares Held: 4.65K ($534K)
Q3 2025
Fragasso Group Inc. Shares Held: 5.01K ($576K)
Q3 2025
Orgel Wealth Management, LLC Shares Held: 14K ($1.61M)
Q3 2025
Foster Group, Inc. Shares Held: 3.54K ($407K)

Top Sells

Q3 2025
Bluestem Financial Advisors, LLC Shares Held: 49.2K ($5.66M)
Q3 2025
Firethorn Wealth Partners, LLC Shares Held: 4.14K ($476K)
Q2 2025
Morgan Stanley Shares Held: 3.37K ($388K)
Q2 2025
Principal Financial Group Inc Shares Held: 73.5K ($8.45M)
Q2 2025
Geo Wealth Management, LLC Shares Held: 94.7K ($10.9M)

About SUSL

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