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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
103New |
$1.46K - $3K
|
103
$3.7K
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
100New |
$1.42K - $2.91K
|
100
$3.59K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
100New |
$1.42K - $2.91K
|
100
$3.59K
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
100New |
$1.42K - $2.91K
|
100
$3.59K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
93+ 10.81% |
$1.32K - $2.7K
|
953
$34.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
80+ 5.71% |
$1.13K - $2.33K
|
1.48K
$53.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
58New |
$821 - $1.69K
|
58
$2.08K
|
|
|
May 12, 2025
Q1 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
52+ 0.52% |
$736 - $1.51K
|
10.1K
$363K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
50+ 13.16% |
$708 - $1.45K
|
430
$15.4K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
50New |
$708 - $1.45K
|
50
$1.79K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
50New |
$708 - $1.45K
|
50
$1.79K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
45New |
$637 - $1.31K
|
45
$1.61K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
36New |
$510 - $1.05K
|
36
$1.29K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
35New |
$496 - $1.02K
|
35
$1.26K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
29New |
$411 - $843
|
29
$1.04K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
26+ 130.0% |
$368 - $756
|
46
$1.65K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
21New |
$297 - $611
|
21
$753
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
15New |
$212 - $436
|
15
$538
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
10+ 19.23% |
$142 - $291
|
62
$2.22K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
8+ 2.96% |
$113 - $233
|
278
$9.97K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
8+ 8.89% |
$113 - $233
|
98
$3.52K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5- 0.22% |
$70.8 - $145
|
2.27K
$81.4K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-37- 1.0% |
$524 - $1.08K
|
3.66K
$131K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-48- 60.0% |
$680 - $1.4K
|
32
$1.15K
|
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-50- 25.0% |
$708 - $1.45K
|
150
$5.38K
|
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-69- 0.82% |
$977 - $2.01K
|
8.32K
$299K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-100- 50.0% |
$1.42K - $2.91K
|
100
$3.59K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-100- 15.38% |
$1.42K - $2.91K
|
550
$19.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-102- 7.69% |
$1.44K - $2.97K
|
1.23K
$44K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-103- 0.82% |
$1.46K - $3K
|
12.4K
$446K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-155- 31.0% |
$2.19K - $4.51K
|
345
$12.4K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-177- 92.67% |
$2.51K - $5.15K
|
14
$502
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-184- 1.35% |
$2.61K - $5.35K
|
13.4K
$481K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-200- 4.5% |
$2.83K - $5.82K
|
4.24K
$152K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-350- 50.0% |
$4.96K - $10.2K
|
350
$12.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-376- 4.27% |
$5.32K - $10.9K
|
8.44K
$303K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-398- 3.52% |
$5.64K - $11.6K
|
10.9K
$391K
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-400- 66.67% |
$5.66K - $11.6K
|
200
$7.18K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-429- 3.88% |
$6.07K - $12.5K
|
10.6K
$381K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-470- 2.22% |
$6.66K - $13.7K
|
20.7K
$741K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-500- 66.67% |
$7.08K - $14.5K
|
250
$8.97K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-900- 74.69% |
$12.7K - $26.2K
|
305
$10.9K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1K- 76.92% |
$14.2K - $29.1K
|
300
$10.8K
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-1.05K- 4.18% |
$14.9K - $30.5K
|
24.1K
$863K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.11K- 5.69% |
$15.7K - $32.3K
|
18.4K
$662K
|
|
|
May 14, 2025
Q1 2025
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-1.43K- 0.32% |
$20.3K - $41.6K
|
446K
$16M
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-1.5K- 71.43% |
$21.2K - $43.6K
|
600
$21.5K
|
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-1.5K- 9.68% |
$21.2K - $43.6K
|
14K
$502K
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-2.22K- 3.04% |
$31.4K - $64.4K
|
70.6K
$2.53M
|