Institutional shares held 910,244
0 calls
0 puts
Total value of holdings $77.9M
$0 calls
$0 puts
# of Institutions 115


Latest Institutional Activity in SDG

Top Purchases

Q4 2025
Aspiriant, LLC Shares Held: 19K ($1.62M)
Q4 2025
Wealthfront Advisers LLC Shares Held: 2.63K ($225K)
Q4 2025
Highland Financial Advisors, LLC Shares Held: 2.44K ($209K)
Q4 2025
Lfa Lugano Financial Advisors Sa Shares Held: 2.52K ($216K)
Q4 2025
Invested Advisors Shares Held: 5.02K ($430K)

Top Sells

Q4 2025
Ubs Group Ag Shares Held: 11.5K ($987K)
Q4 2025
Dynamic Advisor Solutions LLC Shares Held: 10.3K ($882K)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 15.1K ($1.3M)
Q4 2025
Cwm, LLC Shares Held: 217K ($18.5M)
Q4 2025
Ae Wealth Management LLC Shares Held: 196 ($16.8K)

About SDG

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