Institutional shares held 269 Million
35.6K calls
3.3K puts
Total value of holdings $5.81B
$768K calls
$71K puts
# of Institutions 246


Latest Institutional Activity in SPMB

Top Purchases

Q1 2025
Lpl Financial LLC Shares Held: 15.4M ($333M)
Q1 2025
Compton Financial Group, LLC Shares Held: 1.62M ($35M)
Q1 2025
Advisory Alpha, LLC Shares Held: 1.98M ($42.7M)
Q1 2025
Financial Engines Advisors L.L.C. Shares Held: 184M ($3.96B)
Q1 2025
Stifel Financial Corp Shares Held: 6.16M ($133M)

Top Sells

Q1 2025
Horizon Financial Services, LLC Shares Held: 208K ($4.49M)
Q1 2025
Independent Advisor Alliance Shares Held: 31.4K ($678K)
Q1 2025
State Street Corp Shares Held: 4.01M ($86.6M)
Q1 2025
Advisor Group Holdings, Inc. Shares Held: 124K ($2.67M)
Q1 2025
Kwb Wealth Shares Held: 270K ($5.82M)

About SPMB

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