Institutional shares held 18.5 Million
0 calls
200 puts
Total value of holdings $2.35B
$0 calls
$25K puts
# of Institutions 525


Latest Institutional Activity in SUSA

Top Purchases

Q2 2025
Ryan Investment Management, Inc. Shares Held: 12.5K ($1.59M)
Q2 2025
Olio Financial Planning Shares Held: 2.29K ($291K)
Q2 2025
Hilltop Wealth Advisors, LLC Shares Held: 43.2K ($5.49M)
Q2 2025
Sk Wealth Management, LLC Shares Held: 7.02K ($891K)
Q2 2025
High Probability Advisors, LLC Shares Held: 2.58K ($328K)

Top Sells

Q2 2025
Tompkins Financial Corp Shares Held: 40.1K ($5.1M)
Q2 2025
Farther Finance Advisors, LLC Shares Held: 5.97K ($758K)
Q2 2025
Garde Capital, Inc. Shares Held: 35.2K ($4.46M)
Q2 2025
Stewardship Advisors, LLC Shares Held: 93.1K ($11.8M)
Q2 2025
Adirondack Trust CO Shares Held: 729 ($92.5K)

About SUSA

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