Purchases and Sales Made in Q2 2025 in Nuscale Power Corp (SMR)
This table provides information about the institutional ownership of Nuscale Power Corp (SMR) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
87.5K+ 35.36% |
$1.1M - $3.78M
|
335K
$12M
|
|
|
Jul 11, 2025
Q2 2025
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
80.3KNew |
$1.01M - $3.47M
|
80.3K
$2.88M
|
|
|
Jul 18, 2025
Q2 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
53.6KNew |
$675K - $2.32M
|
53.6K
$1.92M
|
|
|
Jul 09, 2025
Q2 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
46.2KNew |
$583K - $2M
|
46.2K
$1.66M
|
|
|
Jul 07, 2025
Q2 2025
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
27.5K+ 29.11% |
$346K - $1.19M
|
122K
$4.37M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
13KNew |
$164K - $564K
|
13K
$468K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
12.2K+ 91.39% |
$154K - $530K
|
25.6K
$920K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
9.65KNew |
$122K - $417K
|
9.65K
$346K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
9.44KNew |
$119K - $408K
|
9.44K
$339K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
9.02K+ 23.34% |
$114K - $390K
|
47.6K
$1.71M
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
8.42KNew |
$106K - $364K
|
8.42K
$302K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
8.22KNew |
$104K - $356K
|
8.22K
$295K
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
8.04KNew |
$101K - $347K
|
8.04K
$288K
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
7.7KNew |
$97K - $333K
|
7.7K
$276K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
7.35KNew |
$92.7K - $318K
|
7.35K
$264K
|
|
|
Jul 16, 2025
Q2 2025
|
Cox Capital Mgt LLC
|
BUY
|
- |
7.25KNew |
$91.4K - $313K
|
7.25K
$260K
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
7K+ 30.48% |
$88.2K - $303K
|
30K
$1.08M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.47K+ 165.33% |
$69K - $237K
|
8.79K
$315K
|
|
|
Jul 09, 2025
Q2 2025
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
5.46KNew |
$68.8K - $236K
|
5.46K
$196K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
5.28KNew |
$66.5K - $228K
|
5.28K
$189K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.86K+ 37.7% |
$61.3K - $210K
|
17.8K
$637K
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
3.65K+ 10.33% |
$46K - $158K
|
39K
$1.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2.7K+ 514.31% |
$34K - $117K
|
3.22K
$115K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.4K+ 7.97% |
$17.6K - $60.4K
|
18.9K
$679K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.11K+ 185.0% |
$14K - $48K
|
1.71K
$61.4K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
472New |
$5.95K - $20.4K
|
472
$16.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
BUY
|
- |
425+ 26.23% |
$5.36K - $18.4K
|
2.05K
$73.4K
|
|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
386+ 9.13% |
$4.86K - $16.7K
|
4.61K
$165K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
359+ 84.47% |
$4.52K - $15.5K
|
784
$28.1K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
350New |
$4.41K - $15.1K
|
350
$12.6K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
200+ 40.0% |
$2.52K - $8.65K
|
700
$25.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
80+ 23.19% |
$1.01K - $3.46K
|
425
$15.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
30New |
$378 - $1.3K
|
30
$1.08K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
20+ 40.0% |
$252 - $865
|
70
$2.51K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
15+ 1.53% |
$189 - $649
|
997
$35.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-50- 0.4% |
$630 - $2.16K
|
12.4K
$444K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-55- 52.88% |
$693 - $2.38K
|
49
$1.76K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-176- 2.11% |
$2.22K - $7.61K
|
8.17K
$293K
|
|
|
Jul 16, 2025
Q2 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
SELL
|
- |
-250- 50.0% |
$3.15K - $10.8K
|
250
$8.97K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-373- 34.38% |
$4.7K - $16.1K
|
712
$25.5K
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-500- 41.67% |
$6.3K - $21.6K
|
700
$25.1K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-545- 23.75% |
$6.87K - $23.6K
|
1.75K
$62.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-662- 1.82% |
$8.34K - $28.6K
|
35.8K
$1.28M
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
SELL
|
- |
-1.6K- 3.32% |
$20.2K - $69.2K
|
46.6K
$1.67M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.85K- 12.33% |
$23.3K - $80K
|
13.2K
$472K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.96K- 4.82% |
$37.3K - $128K
|
58.5K
$2.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-27.8K- 32.76% |
$350K - $1.2M
|
57K
$2.05M
|
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-85.9K- 74.34% |
$1.08M - $3.71M
|
29.6K
$1.06M
|
|
|
Jul 16, 2025
Q2 2025
|
Tb Alternative Assets Ltd.
|
SELL
|
- |
-339K- 80.87% |
$4.27M - $14.7M
|
80.2K
$2.88M
|
|
|
Jul 10, 2025
Q2 2025
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-800K- 33.3% |
$10.1M - $34.6M
|
1.6M
$57.5M
|