Institutional shares held 7.95 Million
0 calls
0 puts
Total value of holdings $859M
$0 calls
$0 puts
# of Institutions 172


Latest Institutional Activity in SUSL

Top Purchases

Q2 2025
Rvw Wealth, LLC Shares Held: 5.63K ($608K)
Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 241K ($26.1M)
Q2 2025
Sk Wealth Management, LLC Shares Held: 43.7K ($4.72M)
Q2 2025
Mather Group, Llc. Shares Held: 17.3K ($1.86M)
Q2 2025
Bond & Devick Financial Network, Inc. Shares Held: 13.2K ($1.43M)

Top Sells

Q2 2025
One Wealth Advisors, LLC Shares Held: 65K ($7.02M)
Q2 2025
Farther Finance Advisors, LLC Shares Held: 13.9K ($1.5M)
Q2 2025
Diversified Trust CO Shares Held: 2.56K ($277K)
Q2 2025
Beacon Financial Group Shares Held: 5.44K ($588K)
Q2 2025
Perigon Wealth Management, LLC Shares Held: 5.62K ($607K)

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