Institutional shares held 9.65 Million
0 calls
0 puts
Total value of holdings $734M
$0 calls
$0 puts
# of Institutions 163


Latest Institutional Activity in SPGM

Top Purchases

Q4 2025
Barden Capital Management, Inc. Shares Held: 75.2K ($5.72M)
Q4 2025
Investment Planning Advisors, Inc. Shares Held: 42.3K ($3.21M)
Q4 2025
Great Waters Wealth Management Shares Held: 32K ($2.43M)
Q4 2025
Flagship Harbor Advisors, LLC Shares Held: 23.5K ($1.79M)
Q4 2025
Perennial Advisors, LLC Shares Held: 5.36K ($407K)

Top Sells

Q4 2025
Unique Wealth, LLC Shares Held: 77.7K ($5.91M)
Q4 2025
Advance Capital Management, Inc. Shares Held: 372K ($28.2M)
Q4 2025
Peak Financial Management, Inc. Shares Held: 370K ($28.1M)
Q4 2025
Professional Financial Advisors, LLC Shares Held: 7.3K ($555K)
Q4 2025
Spire Wealth Management Shares Held: 2.69K ($204K)

About SPGM

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