Institutional shares held 475,153
0 calls
0 puts
Total value of holdings $29.3M
$0 calls
$0 puts
# of Institutions 22


Latest Institutional Activity in SPVM

Top Purchases

Q2 2025
Beta Wealth Group, Inc. Shares Held: 178K ($11M)
Q2 2025
Lpl Financial LLC Shares Held: 110K ($6.76M)
Q2 2025
Ameriprise Financial Inc Shares Held: 3.45K ($213K)
Q2 2025
Raymond James Financial Inc Shares Held: 23K ($1.42M)
Q2 2025
Private Trust CO Na Shares Held: 4.62K ($285K)

Top Sells

Q2 2025
Morgan Stanley Shares Held: 30.5K ($1.88M)
Q2 2025
Tower Research Capital LLC (Trc) Shares Held: 1.92K ($118K)
Q2 2025
Cooper Financial Group Shares Held: 47.5K ($2.93M)
Q2 2025
Advisor Group Holdings, Inc. Shares Held: 2.02K ($124K)
Q1 2025
Susquehanna International Group, LLP Shares Held: 4.7K ($289K)

About SPVM

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