Institutional shares held 15.5 Million
0 calls
0 puts
Total value of holdings $781M
$0 calls
$0 puts
# of Institutions 184


Latest Institutional Activity in SMMU

Top Purchases

Q2 2025
Morgan Stanley Shares Held: 3.31M ($167M)
Q2 2025
Stonebridge Financial Group, LLC Shares Held: 1.06M ($53.5M)
Q2 2025
Sagespring Wealth Partners, LLC Shares Held: 572K ($28.8M)
Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 842K ($42.4M)
Q2 2025
Brinker Capital Investments, LLC Shares Held: 141K ($7.11M)

Top Sells

Q2 2025
Cerity Partners LLC Shares Held: 76.7K ($3.86M)
Q2 2025
Cwm, LLC Shares Held: 540K ($27.2M)
Q2 2025
Cetera Investment Advisers Shares Held: 681K ($34.3M)
Q2 2025
Bank Of America Corp Shares Held: 1.05M ($53M)
Q2 2025
Wells Fargo & Company Shares Held: 257K ($12.9M)

About SMMU

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