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 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
11.8KNew |
$148K - $509K
|
11.8K
$416K
|
|
|
Aug 15, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
11.2KNew |
$141K - $483K
|
11.2K
$395K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
10.9KNew |
$138K - $473K
|
10.9K
$387K
|
|
|
Aug 12, 2025
Q2 2025
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
10.8KNew |
$135K - $465K
|
10.8K
$380K
|
|
|
Aug 14, 2025
Q2 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
10.7K+ 44.57% |
$135K - $463K
|
34.8K
$1.23M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.5K+ 5.02% |
$133K - $455K
|
220K
$7.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
10.2KNew |
$128K - $440K
|
10.2K
$359K
|
|
|
Aug 14, 2025
Q2 2025
|
Xponance, Inc.
|
BUY
|
- |
9.96KNew |
$125K - $430K
|
9.96K
$352K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
9.65KNew |
$122K - $417K
|
9.65K
$341K
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
9.63KNew |
$121K - $417K
|
9.63K
$340K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
9.44KNew |
$119K - $408K
|
9.44K
$334K
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
9.44KNew |
$119K - $408K
|
9.44K
$334K
|
|
|
Aug 13, 2025
Q2 2025
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
9.43K+ 52.36% |
$119K - $408K
|
27.4K
$969K
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
9.28KNew |
$117K - $401K
|
9.28K
$328K
|
|
|
Aug 05, 2025
Q2 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
9.28KNew |
$117K - $401K
|
9.28K
$328K
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
9.25KNew |
$117K - $400K
|
9.25K
$327K
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
9.02KNew |
$114K - $390K
|
9.02K
$319K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
9.02K+ 23.34% |
$114K - $390K
|
47.6K
$1.68M
|
|
|
Aug 08, 2025
Q2 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
9.01K+ 45.79% |
$114K - $390K
|
28.7K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
8.95KNew |
$113K - $387K
|
8.95K
$316K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.93K+ 23.65% |
$113K - $386K
|
46.7K
$1.65M
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
8.91KNew |
$112K - $385K
|
8.91K
$315K
|
|
|
Jul 31, 2025
Q2 2025
|
R Squared LTD
Central, K3 |
BUY
|
- |
8.9KNew |
$112K - $385K
|
8.9K
$315K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
8.67KNew |
$109K - $375K
|
8.67K
$306K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.55K+ 5.49% |
$108K - $370K
|
164K
$5.81M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
8.5K+ 31.74% |
$107K - $368K
|
35.3K
$1.25M
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
8.42KNew |
$106K - $364K
|
8.42K
$297K
|
|
|
Jul 30, 2025
Q2 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
8.39KNew |
$106K - $363K
|
8.39K
$297K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.3K+ 1.37% |
$105K - $359K
|
616K
$21.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
8.24KNew |
$104K - $356K
|
8.24K
$291K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
8.22KNew |
$104K - $356K
|
8.22K
$291K
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
8.04KNew |
$101K - $347K
|
8.04K
$284K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.77KNew |
$97.9K - $336K
|
7.77K
$274K
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
7.7KNew |
$97K - $333K
|
7.7K
$272K
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
7.63K+ 63.64% |
$96.1K - $330K
|
19.6K
$693K
|
|
|
Aug 14, 2025
Q2 2025
|
Limestone Investment Advisors LP
New York, NY |
BUY
|
- |
7.6KNew |
$95.8K - $329K
|
7.6K
$269K
|
|
|
Aug 14, 2025
Q2 2025
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
7.45KNew |
$93.9K - $322K
|
7.45K
$263K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.44K+ 57.21% |
$93.7K - $321K
|
20.4K
$722K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
7.35KNew |
$92.7K - $318K
|
7.35K
$260K
|
|
|
Jul 16, 2025
Q2 2025
|
Cox Capital Mgt LLC
|
BUY
|
- |
7.25KNew |
$91.4K - $313K
|
7.25K
$256K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
7.14K+ 2069.57% |
$90K - $309K
|
7.49K
$265K
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
7K+ 30.48% |
$88.2K - $303K
|
30K
$1.06M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
7KNew |
$88.1K - $302K
|
7K
$247K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
6.85KNew |
$86.3K - $296K
|
6.85K
$242K
|
|
|
Aug 05, 2025
Q2 2025
|
360 Financial, Inc.
|
BUY
|
- |
6.78KNew |
$85.4K - $293K
|
6.78K
$240K
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
6.78KNew |
$85.4K - $293K
|
6.78K
$239K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.74KNew |
$84.9K - $291K
|
6.74K
$238K
|
|
|
Aug 12, 2025
Q2 2025
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
6.58KNew |
$82.9K - $285K
|
6.58K
$233K
|
|
|
Aug 01, 2025
Q2 2025
|
Private Wealth Partners, LLC
|
BUY
|
- |
6.5K+ 39.39% |
$81.9K - $281K
|
23K
$813K
|
|
|
Aug 07, 2025
Q2 2025
|
Pro Share Advisors LLC
|
BUY
|
- |
6.43K+ 32.83% |
$81K - $278K
|
26K
$919K
|