Latest Institutional Transactions on Nuscale Power Corp (SMR)
This table provides information on the latest institutional transactions involving Nuscale Power Corp (SMR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
16.1KNew |
$78.7K - $127K
|
16.1K
$401K
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
2.2K+ 11.27% |
$10.8K - $17.3K
|
21.7K
$543K
|
|
|
Oct 31, 2023
Q3 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
13.6KNew |
$66.6K - $107K
|
13.6K
$340K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11.6K+ 37.24% |
$57K - $91.6K
|
42.8K
$1.07M
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
300New |
$1.47K - $2.36K
|
300
$7.49K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
29New |
$142 - $229
|
29
$724
|
|
|
Oct 10, 2023
Q3 2023
|
Lincoln Capital LLC
|
BUY
|
- |
16KNew |
$78.2K - $126K
|
16K
$399K
|
|
| Q2 2023 | |||||||
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
8New |
$52.7 - $72.4
|
8
$200
|
|
|
Aug 14, 2023
Q2 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
41.7KNew |
$275K - $377K
|
41.7K
$1.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
146KNew |
$960K - $1.32M
|
146K
$3.64M
|
|
|
Aug 08, 2023
Q2 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-7.9K- 6.3% |
$52.1K - $71.5K
|
117K
$2.93M
|
|
|
Aug 08, 2023
Q2 2023
|
Belvedere Trading LLC
|
BUY
|
- |
865New |
$5.7K - $7.83K
|
865
$21.6K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
10New |
$65.9 - $90.5
|
10
$250
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
178New |
$1.17K - $1.61K
|
178
$4.45K
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
40New |
$264 - $362
|
40
$999
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
7.72KNew |
$50.9K - $69.9K
|
7.72K
$193K
|
|
|
Jul 17, 2023
Q2 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
5K+ 35.71% |
$33K - $45.3K
|
19K
$475K
|
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
200+ 7.42% |
$1.32K - $1.81K
|
2.9K
$72.3K
|
|
| Q1 2023 | |||||||
|
Nov 30, 2023
Q1 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
227New |
$1.87K - $2.51K
|
227
$5.67K
|
|
|
May 15, 2023
Q1 2023
|
Kgh LTD
Nassau, C5 |
SELL
|
- |
-14.8K- 7.77% |
$122K - $164K
|
176K
$4.39M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
326+ 114.39% |
$2.68K - $3.61K
|
611
$15.3K
|
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
45.6K+ 41.38% |
$375K - $504K
|
156K
$3.89M
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
27.8KNew |
$228K - $307K
|
27.8K
$694K
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
500+ 3.13% |
$4.11K - $5.53K
|
16.5K
$412K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
550New |
$4.52K - $6.08K
|
550
$13.7K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
10+ 100.0% |
$82.2 - $111
|
20
$500
|
|
| Q4 2022 | |||||||
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-880- 94.62% |
$8.54K - $10.7K
|
50
$1.25K
|
|
|
Feb 14, 2023
Q4 2022
|
Ionic Capital Management LLC
New York, NY |
BUY
|
PUT |
25KNew |
$243K - $305K
|
25K
$625K
|
|
|
Feb 14, 2023
Q4 2022
|
Mountain Lake Investment Management LLC
Mill Valley, CA |
SELL
|
- |
-110K- 31.99% |
$1.06M - $1.34M
|
233K
$5.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Clear Sky Advisers, LLC
Houston, TX |
BUY
|
- |
160K+ 91.43% |
$1.55M - $1.95M
|
335K
$8.37M
|
|
|
Feb 14, 2023
Q4 2022
|
G.F.W. Energy Xii, L.P.
Dallas, TX |
BUY
|
- |
630+ 0.01% |
$6.12K - $7.69K
|
4.7M
$117M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
88.2KNew |
$856K - $1.08M
|
88.2K
$2.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
25.6KNew |
$248K - $312K
|
25.6K
$639K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.5KNew |
$14.6K - $18.3K
|
1.5K
$37.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-2.28K- 2.13% |
$22.1K - $27.8K
|
105K
$2.61M
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
300New |
$2.91K - $3.66K
|
300
$7.49K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
60New |
$583 - $733
|
60
$1.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Cowen And Company, LLC
|
BUY
|
- |
10KNew |
$97.1K - $122K
|
10K
$250K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
200New |
$1.94K - $2.44K
|
200
$5K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
100+ 100.0% |
$971 - $1.22K
|
200
$5K
|
|
| Q3 2022 | |||||||
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
250New |
$700 - $3.83K
|
250
$6.25K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
100New |
$280 - $1.53K
|
100
$2.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
110New |
$308 - $1.69K
|
110
$2.75K
|
|
|
Nov 14, 2022
Q3 2022
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
11.1KNew |
$31K - $170K
|
11.1K
$277K
|
|
|
Nov 14, 2022
Q3 2022
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
3.5KNew |
$9.8K - $53.6K
|
3.5K
$87.4K
|
|
|
Nov 04, 2022
Q3 2022
|
Jgp Global Gestao De Recursos Ltda.
|
BUY
|
- |
170KNew |
$476K - $2.6M
|
170K
$4.25M
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
24New |
$67.2 - $368
|
24
$600
|
|
|
Oct 27, 2022
Q3 2022
|
Keybank National Association
|
BUY
|
- |
14.5KNew |
$40.6K - $222K
|
14.5K
$363K
|
|
|
Oct 18, 2022
Q3 2022
|
Xr Securities LLC
|
BUY
|
CALL |
10.7KNew |
$30K - $164K
|
10.7K
$267K
|
|
| Q2 2022 | |||||||
|
Nov 14, 2022
Q2 2022
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
250New |
$2.24K - $2.78K
|
250
$6.25K
|
|