Institutional shares held 29.5 Million
0 calls
0 puts
Total value of holdings $744M
$0 calls
$0 puts
# of Institutions 332


Latest Institutional Activity in SUSB

Top Purchases

Q4 2025
Impact Investors, Inc Shares Held: 211K ($5.32M)
Q4 2025
Colorado Capital Management, Inc. Shares Held: 245K ($6.17M)
Q4 2025
Apella Capital, LLC Shares Held: 260K ($6.55M)
Q4 2025
Kelsey Financial, LLC Shares Held: 21.5K ($543K)
Q4 2025
Impac Tfolio, LLC Shares Held: 166K ($4.19M)

Top Sells

Q4 2025
Dynamic Advisor Solutions LLC Shares Held: 98.3K ($2.48M)
Q4 2025
Modera Wealth Management, LLC Shares Held: 481K ($12.1M)
Q4 2025
Arlington Financial Advisors, LLC Shares Held: 160K ($4.03M)
Q4 2025
Leonard Rickey Investment Advisors P.L.L.C. Shares Held: 44.1K ($1.11M)
Q4 2025
Regatta Capital Group, LLC Shares Held: 87.7K ($2.21M)

About SUSB

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