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 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
200+ 40.0% |
$2.52K - $8.65K
|
700
$24.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
200New |
$2.52K - $8.65K
|
200
$7.07K
|
|
|
Aug 13, 2025
Q2 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
171+ 1.02% |
$2.15K - $7.39K
|
16.9K
$597K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
142+ 41.4% |
$1.79K - $6.14K
|
485
$17.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
115+ 76.67% |
$1.45K - $4.97K
|
265
$9.37K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
114New |
$1.44K - $4.93K
|
114
$4.03K
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
112+ 36.72% |
$1.41K - $4.84K
|
417
$14.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
112New |
$1.41K - $4.84K
|
112
$3.96K
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
108New |
$1.36K - $4.67K
|
108
$3.82K
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
BUY
|
- |
106New |
$1.34K - $4.58K
|
106
$3.75K
|
|
|
Jul 23, 2025
Q2 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
100+ 50.0% |
$1.26K - $4.32K
|
300
$10.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
99+ 2.21% |
$1.25K - $4.28K
|
4.57K
$161K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
80+ 23.19% |
$1.01K - $3.46K
|
425
$15K
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
80New |
$1.01K - $3.46K
|
80
$2.83K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
70New |
$882 - $3.03K
|
70
$2.47K
|
|
|
Jul 31, 2025
Q2 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
63New |
$794 - $2.72K
|
63
$2.23K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
60+ 18.18% |
$756 - $2.59K
|
390
$13.8K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
44+ 0.4% |
$554 - $1.9K
|
11K
$389K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
42New |
$529 - $1.82K
|
42
$1.48K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
30New |
$378 - $1.3K
|
30
$1.06K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
30New |
$378 - $1.3K
|
30
$1.06K
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
25New |
$315 - $1.08K
|
25
$884
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
24+ 9.6% |
$302 - $1.04K
|
274
$9.68K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
22+ 42.31% |
$277 - $951
|
74
$2.62K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
21New |
$265 - $908
|
21
$742
|
|
|
Jul 28, 2025
Q2 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
21New |
$265 - $908
|
21
$742
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
21New |
$265 - $908
|
21
$742
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
20+ 40.0% |
$252 - $865
|
70
$2.47K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
20+ 4.44% |
$252 - $865
|
470
$16.6K
|
|
|
Sep 04, 2025
Q2 2025
|
Beacon Capital Management, Inc.
|
BUY
|
- |
15New |
$189 - $649
|
15
$530
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
15+ 1.53% |
$189 - $649
|
997
$35.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
14New |
$176 - $605
|
14
$495
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
14New |
$176 - $605
|
14
$495
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
10+ 1.82% |
$126 - $432
|
560
$19.8K
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
BUY
|
- |
6New |
$75.6 - $259
|
6
$212
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-7- 15.56% |
$88.2 - $303
|
38
$1.34K
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-8- 12.9% |
$101 - $346
|
54
$1.91K
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-10- 0.1% |
$126 - $432
|
9.98K
$353K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-28- 87.5% |
$353 - $1.21K
|
4
$141
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-30- 60.0% |
$378 - $1.3K
|
20
$707
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-50- 0.4% |
$630 - $2.16K
|
12.4K
$438K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-55- 52.88% |
$693 - $2.38K
|
49
$1.73K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-120- 2.83% |
$1.51K - $5.19K
|
4.12K
$146K
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-153- 1.21% |
$1.93K - $6.62K
|
12.5K
$442K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-164- 3.63% |
$2.07K - $7.09K
|
4.35K
$154K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-176- 2.11% |
$2.22K - $7.61K
|
8.17K
$289K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-228- 1.17% |
$2.87K - $9.86K
|
19.3K
$683K
|