Institutional shares held 8.06 Million
0 calls
0 puts
Total value of holdings $771M
$0 calls
$0 puts
# of Institutions 171


Latest Institutional Activity in SUSL

Top Purchases

Q1 2025
Cliftonlarsonallen Wealth Advisors, LLC Shares Held: 81.8K ($7.82M)
Q1 2025
Perigon Wealth Management, LLC Shares Held: 5.95K ($569K)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 240K ($23M)
Q1 2025
Robertson Stephens Wealth Management, LLC Shares Held: 65.1K ($6.23M)
Q1 2025
Balance Wealth, LLC Shares Held: 3.94K ($377K)

Top Sells

Q1 2025
Envestnet Asset Management Inc Shares Held: 697K ($66.7M)
Q1 2025
Principal Financial Group Inc Shares Held: 91.3K ($8.73M)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 10.3K ($983K)
Q1 2025
Brookstone Capital Management Shares Held: 19.6K ($1.88M)
Q1 2025
Cypress Wealth Services, LLC Shares Held: 13.6K ($1.3M)

About SUSL

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