Institutional shares held 943,212
0 calls
0 puts
Total value of holdings $46.3M
$0 calls
$0 puts
# of Institutions 44


Latest Institutional Activity in SPVU

Top Purchases

Q1 2025
Focus Financial Network, Inc. Shares Held: 28.4K ($1.39M)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 69.9K ($3.43M)
Q1 2025
Lmcg Investments, LLC Shares Held: 25.8K ($1.26M)
Q1 2025
Massmutual Trust CO Fsb Shares Held: 12.8K ($627K)
Q1 2025
Sowell Financial Services LLC Shares Held: 4.41K ($216K)

Top Sells

Q1 2025
Armbruster Capital Management, Inc. Shares Held: 165K ($8.08M)
Q1 2025
Truist Financial Corp Shares Held: 8.74K ($429K)
Q1 2025
Envestnet Asset Management Inc Shares Held: 12.7K ($623K)
Q1 2025
Capital Investment Advisory Services, LLC Shares Held: 3.3K ($162K)
Q4 2024
Bank Of America Corp Shares Held: 157K ($7.71M)

About SPVU

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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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