Institutional shares held 410,186
0 calls
0 puts
Total value of holdings $25.5M
$0 calls
$0 puts
# of Institutions 24


Latest Institutional Activity in SPVM

Top Purchases

Q1 2025
Beta Wealth Group, Inc. Shares Held: 141K ($8.75M)
Q1 2025
Capstone Wealth Management Group, LLC Shares Held: 76.8K ($4.76M)
Q1 2025
Lpl Financial LLC Shares Held: 81.6K ($5.06M)
Q1 2025
Morgan Stanley Shares Held: 31.6K ($1.96M)
Q1 2025
Private Trust CO Na Shares Held: 2.4K ($149K)

Top Sells

Q2 2025
Cooper Financial Group Shares Held: 47.5K ($2.95M)
Q1 2025
Jones Financial Companies Lllp Shares Held: 1.78K ($110K)
Q1 2025
Raymond James Financial Inc Shares Held: 20.1K ($1.24M)
Q1 2025
Susquehanna International Group, LLP Shares Held: 4.7K ($291K)
Q1 2025
Tower Research Capital LLC (Trc) Shares Held: 2.53K ($157K)

About SPVM

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