Institutional Ownership Nuscale Power Corp (SMR)
This table provides information about the institutional ownership of Nuscale Power Corp (SMR). We have compiled data on the 389 institutions that hold shares in the stock, with a total of 68.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
550
shares
|
$19,734
0.0% of portfolio
|
Q1 2025
Reduced 15.38%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
May 15, 2025 Q1 2025 |
542
shares
|
$19,446
0.0% of portfolio
|
Q1 2025
Added 29.05%
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
500
shares
|
$17,940
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
500
shares
|
$17,940
0.0% of portfolio
|
Q1 2025
Added 66.67%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
500
shares
|
$17,940
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
472
shares
|
$16,935
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
457
shares
|
$16,397
0.0% of portfolio
|
Q1 2024
Reduced 76.65%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
452
shares
|
$16,217
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
450
shares
|
$16,146
0.0% of portfolio
|
Q1 2025
Added 125.0%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
430
shares
|
$15,428
0.0% of portfolio
|
Q1 2025
Added 13.16%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
425
shares
|
$15,249
0.0% of portfolio
|
Q2 2025
Added 23.19%
|
|
|
Old Second National Bank Of Aurora
|
Jul 21, 2025 Q2 2025 |
400
shares
|
$14,352
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
400
shares
|
$14,352
0.0% of portfolio
|
Q4 2023
Reduced 47.64%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
350
shares
|
$12,558
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
350
shares
|
$12,558
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
350
shares
|
$12,558
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
345
shares
|
$12,378
0.0% of portfolio
|
Q1 2025
Added 78.76%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
343
shares
|
$12,306
0.0% of portfolio
|
Q4 2024
Added 697.67%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
330
shares
|
$11,840
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
327
shares
|
$11,732
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
305
shares
|
$10,943
0.0% of portfolio
|
Q1 2025
Reduced 74.69%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
300
shares
|
$10,764
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
300
shares
|
$10,764
0.0% of portfolio
|
Q1 2025
Reduced 76.92%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
300
shares
|
$10,764
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
295
shares
|
$10,584
0.0% of portfolio
|
Q1 2025
New holding
|