Institutional shares held 10 Million
939K calls
674K puts
Total value of holdings $785M
$73.5M calls
$52.8M puts
# of Institutions 271


Latest Institutional Activity in SSO

Top Purchases

Q1 2025
Marshall Financial Group LLC Shares Held: 173K ($13.6M)
Q1 2025
Harbor Capital Advisors, Inc. Shares Held: 94.8K ($7.43M)
Q1 2025
Heritage Oak Wealth Advisors LLC Shares Held: 65.8K ($5.15M)
Q1 2025
Spire Wealth Management Shares Held: 140K ($11M)
Q1 2025
Capital Investment Advisory Services, LLC Shares Held: 19.1K ($1.5M)

Top Sells

Q1 2025
Ttp Investments, Inc. Shares Held: 320K ($25.1M)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 10.6K ($833K)
Q1 2025
Kingswood Wealth Advisors, LLC Shares Held: 3.9K ($305K)
Q1 2025
Unique Wealth, LLC Shares Held: 75.1K ($5.88M)
Q1 2025
Brookstone Capital Management Shares Held: 104K ($8.16M)

About SSO

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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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