Institutional shares held 19.1 Million
0 calls
0 puts
Total value of holdings $2.17B
$0 calls
$0 puts
# of Institutions 523


Latest Institutional Activity in SUSA

Top Purchases

Q1 2025
Envestnet Asset Management Inc Shares Held: 323K ($36.7M)
Q1 2025
Money Design Co.,Ltd. Shares Held: 133K ($15.1M)
Q1 2025
Pure Financial Advisors, LLC Shares Held: 29.5K ($3.35M)
Q1 2025
Shira Ridge Wealth Management Shares Held: 287K ($32.7M)
Q1 2025
Mission Wealth Management, LP Shares Held: 484K ($54.9M)

Top Sells

Q1 2025
Pensionmark Financial Group, LLC Shares Held: 105K ($11.9M)
Q1 2025
Tompkins Financial Corp Shares Held: 48.5K ($5.52M)
Q1 2025
Soa Wealth Advisors, Llc. Shares Held: 13.1K ($1.49M)
Q1 2025
Spinnaker Trust Shares Held: 605K ($68.8M)
Q1 2025
Fund Evaluation Group, LLC Shares Held: 129K ($14.6M)

About SUSA

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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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