Institutional shares held 11.4 Million
0 calls
0 puts
Total value of holdings $570M
$0 calls
$0 puts
# of Institutions 182


Latest Institutional Activity in SMMU

Top Purchases

Q1 2025
Sagespring Wealth Partners, LLC Shares Held: 238K ($11.8M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 690K ($34.2M)
Q1 2025
Unique Wealth, LLC Shares Held: 38.2K ($1.89M)
Q1 2025
Capital Asset Advisory Services LLC Shares Held: 74.5K ($3.7M)
Q1 2025
Decision Map Wealth Management, LLC Shares Held: 7.59K ($376K)

Top Sells

Q1 2025
Gamma Investing LLC Shares Held: 3.94K ($196K)
Q1 2025
Whipplewood Advisors, LLC Shares Held: 20 ($992)
Q1 2025
Inspirion Wealth Advisors, LLC Shares Held: 40.8K ($2.02M)
Q1 2025
Ehrlich Financial Group Shares Held: 31.5K ($1.56M)
Q1 2025
Iam Advisory, LLC Shares Held: 32.1K ($1.59M)

About SMMU

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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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