Institutional shares held 22.3 Million
27.4K calls
9.3K puts
Total value of holdings $1.07B
$1.32M calls
$447K puts
# of Institutions 384


Latest Institutional Activity in SPHD

Top Purchases

Q4 2025
Steel Peak Wealth Management LLC Shares Held: 140K ($6.75M)
Q4 2025
Foguth Wealth Management, Llc. Shares Held: 186K ($8.93M)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 140K ($6.75M)
Q4 2025
Flagship Harbor Advisors, LLC Shares Held: 12.7K ($609K)
Q4 2025
Arta Finance Wealth Management LLC Shares Held: 4.78K ($230K)

Top Sells

Q4 2025
Silver Oak Securities, Inc Shares Held: 1.35K ($65K)
Q4 2025
Brookstone Capital Management Shares Held: 119K ($5.72M)
Q4 2025
Stonebridge Wealth Management, LLC Shares Held: 50.3K ($2.42M)
Q4 2025
Patten Group, Inc. Shares Held: 19.4K ($934K)
Q4 2025
Massmutual Trust CO Fsb Shares Held: 32.2K ($1.55M)

About SPHD

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