Institutional shares held 123 Million
6.9K calls
0 puts
Total value of holdings $8.48B
$474K calls
$0 puts
# of Institutions 564


Latest Institutional Activity in SPHQ

Top Purchases

Q3 2024
Assetmark, Inc Shares Held: 624K ($42.9M)
Q3 2024
Morgan Stanley Shares Held: 5.2M ($357M)
Q3 2024
Mainstay Capital Management LLC Shares Held: 1.45M ($99.9M)
Q3 2024
Wealth Enhancement Advisory Services, LLC Shares Held: 7.83M ($538M)
Q3 2024
Wells Fargo & Company Shares Held: 3.11M ($214M)

Top Sells

Q3 2024
First Command Advisory Services, Inc. Shares Held: 12.3M ($846M)
Q3 2024
Ci Private Wealth, LLC Shares Held: 86.4K ($5.94M)
Q3 2024
Envestnet Asset Management Inc Shares Held: 12.1M ($835M)
Q3 2024
Vigilare Wealth Management Shares Held: 233K ($16M)
Q3 2024
Prudential PLC Shares Held: 260K ($17.9M)

About SPHQ

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