Purchases and Sales Made in Q1 2025 in Nuscale Power Corp (SMR)
This table provides information about the institutional ownership of Nuscale Power Corp (SMR) during Q1 2025. The information is specifically focused on institutions that hold shares of NUSCALE POWER Corp.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.13K+ 217.95% |
$16K - $32.8K
|
1.65K
$59.1K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.13KNew |
$16K - $32.8K
|
1.13K
$40.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.12K+ 4.23% |
$15.8K - $32.5K
|
27.6K
$990K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.11K+ 2.1% |
$15.7K - $32.2K
|
53.7K
$1.93M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.05K+ 9.04% |
$14.9K - $30.5K
|
12.7K
$455K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
920+ 160.0% |
$13K - $26.8K
|
1.5K
$53.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
833+ 6.9% |
$11.8K - $24.2K
|
12.9K
$463K
|
|
|
May 15, 2025
Q1 2025
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
800+ 1333.33% |
$11.3K - $23.3K
|
860
$30.9K
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
800New |
$11.3K - $23.3K
|
800
$28.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
780+ 92.86% |
$11K - $22.7K
|
1.62K
$58.1K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
707+ 157.11% |
$10K - $20.6K
|
1.16K
$41.5K
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
686+ 0.91% |
$9.71K - $19.9K
|
76.1K
$2.73M
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
665+ 96.66% |
$9.42K - $19.3K
|
1.35K
$48.5K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
660New |
$9.35K - $19.2K
|
660
$23.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
600New |
$8.5K - $17.4K
|
600
$21.5K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
595+ 113.12% |
$8.43K - $17.3K
|
1.12K
$40.2K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
579New |
$8.2K - $16.8K
|
579
$20.8K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
578+ 5254.55% |
$8.18K - $16.8K
|
589
$21.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
550New |
$7.79K - $16K
|
550
$19.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
524New |
$7.42K - $15.2K
|
524
$18.8K
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
500New |
$7.08K - $14.5K
|
500
$17.9K
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
500New |
$7.08K - $14.5K
|
500
$17.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
500New |
$7.08K - $14.5K
|
500
$17.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
500New |
$7.08K - $14.5K
|
500
$17.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
488+ 13.06% |
$6.91K - $14.2K
|
4.23K
$152K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
478+ 3.05% |
$6.77K - $13.9K
|
16.1K
$579K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
452New |
$6.4K - $13.1K
|
452
$16.2K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
440+ 131.34% |
$6.23K - $12.8K
|
775
$27.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
350+ 100.0% |
$4.96K - $10.2K
|
700
$25.1K
|
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
337+ 0.48% |
$4.77K - $9.8K
|
70.6K
$2.53M
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
330New |
$4.67K - $9.6K
|
330
$11.8K
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
327New |
$4.63K - $9.51K
|
327
$11.7K
|
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
300New |
$4.25K - $8.72K
|
300
$10.8K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
295New |
$4.18K - $8.58K
|
295
$10.6K
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
274+ 6.53% |
$3.88K - $7.97K
|
4.47K
$160K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
250New |
$3.54K - $7.27K
|
250
$8.97K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
250+ 125.0% |
$3.54K - $7.27K
|
450
$16.1K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
235New |
$3.33K - $6.83K
|
235
$8.43K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
228+ 7.89% |
$3.23K - $6.63K
|
3.12K
$112K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
200+ 66.67% |
$2.83K - $5.82K
|
500
$17.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
200+ 33.61% |
$2.83K - $5.82K
|
795
$28.5K
|
|
|
May 14, 2025
Q1 2025
|
Credit Agricole S A
|
BUY
|
- |
172New |
$2.44K - $5K
|
172
$6.17K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
155+ 10.18% |
$2.19K - $4.51K
|
1.68K
$60.2K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
152+ 78.76% |
$2.15K - $4.42K
|
345
$12.4K
|
|
|
May 07, 2025
Q1 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
150+ 0.22% |
$2.12K - $4.36K
|
69.7K
$2.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
150New |
$2.12K - $4.36K
|
150
$5.38K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
132+ 15.53% |
$1.87K - $3.84K
|
982
$35.2K
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
122+ 29.05% |
$1.73K - $3.55K
|
542
$19.4K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
119+ 0.19% |
$1.69K - $3.46K
|
61.5K
$2.21M
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
104New |
$1.47K - $3.02K
|
104
$3.73K
|