Institutional shares held 3.37 Million
0 calls
0 puts
Total value of holdings $104M
$0 calls
$0 puts
# of Institutions 50


Latest Institutional Activity in SPD

Top Purchases

Q1 2025
Authentikos Wealth Advisory, LLC Shares Held: 219K ($6.75M)
Q1 2025
Park Edge Advisors, LLC Shares Held: 49.6K ($1.53M)
Q1 2025
Dynamic Advisor Solutions LLC Shares Held: 8.79K ($271K)
Q1 2025
Nbc Securities, Inc. Shares Held: 380 ($11.7K)
Q4 2024
Sollinda Capital Management LLC Shares Held: 599K ($18.5M)

Top Sells

Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 211K ($6.52M)
Q1 2025
Fiduciary Alliance LLC Shares Held: 21.8K ($673K)
Q4 2024
Bison Wealth, LLC Shares Held: 10.5K ($322K)
Q4 2024
Austin Wealth Management, LLC Shares Held: 106K ($3.26M)
Q4 2024
Lloyd Advisory Services, Llc. Shares Held: 48.6K ($1.5M)

About SPD

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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