Institutional shares held 6.45 Million
0 calls
0 puts
Total value of holdings $767M
$0 calls
$0 puts
# of Institutions 193


Latest Institutional Activity in SUSL

Top Purchases

Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 254K ($30.2M)
Q4 2025
Fragasso Group Inc. Shares Held: 5.02K ($596K)
Q3 2025
Ellevest, Inc. Shares Held: 143K ($17M)
Q3 2025
Cetera Investment Advisers Shares Held: 16.4K ($1.95M)
Q3 2025
Sk Wealth Management, LLC Shares Held: 52.8K ($6.27M)

Top Sells

Q4 2025
Orgel Wealth Management, LLC Shares Held: 13.7K ($1.63M)
Q4 2025
Park Avenue Securities LLC Shares Held: 5.51K ($654K)
Q3 2025
Bank Of Italy Shares Held: 888K ($105M)
Q3 2025
Envestnet Asset Management Inc Shares Held: 31.1K ($3.69M)
Q3 2025
Jpmorgan Chase & CO Shares Held: 446K ($53M)

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