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 |
|---|---|---|---|---|---|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
250
shares
|
$8,970
0.01% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
250
shares
|
$8,970
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
250
shares
|
$8,970
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
250
shares
|
$8,970
0.0% of portfolio
|
Q1 2025
Reduced 66.67%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
235
shares
|
$8,431
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
227
shares
|
$8,144
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
200
shares
|
$7,176
0.0% of portfolio
|
Q4 2022
Added 100.0%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
May 02, 2025 Q1 2025 |
200
shares
|
$7,176
0.0% of portfolio
|
Q1 2025
Reduced 66.67%
|
|
|
Credit Agricole S A
|
May 14, 2025 Q1 2025 |
172
shares
|
$6,171
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
151
shares
|
$5,417
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ulland Investment Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
150
shares
|
$5,382
0.0% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
Swan Capital LLC
Pensacola, FL |
May 23, 2025 Q1 2025 |
150
shares
|
$5,382
0.0% of portfolio
|
Q4 2024
Reduced 25.0%
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
150
shares
|
$5,382
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
103
shares
|
$3,695
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
100
shares
|
$3,588
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
100
shares
|
$3,588
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
100
shares
|
$3,588
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
100
shares
|
$3,588
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
100
shares
|
$3,588
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
100
shares
|
$3,588
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
98
shares
|
$3,516
0.0% of portfolio
|
Q1 2025
Added 8.89%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
75
shares
|
$2,691
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
73
shares
|
$2,619
0.0% of portfolio
|
Q1 2025
Reduced 99.5%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
70
shares
|
$2,511
0.0% of portfolio
|
Q2 2025
Added 40.0%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
66
shares
|
$2,368
0.0% of portfolio
|
Q3 2024
New holding
|