Latest Institutional Transactions on Nuscale Power Corp (SMR)
This table provides information on the latest institutional transactions involving Nuscale Power Corp (SMR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
15.9K+ 27.9% |
$519K - $822K
|
72.9K
$1.64M
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
100+ 21.28% |
$3.27K - $5.17K
|
570
$12.8K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-3.56K- 24.36% |
$116K - $184K
|
11.1K
$248K
|
|
|
Oct 27, 2025
Q3 2025
|
Canal Insurance CO
|
SELL
|
- |
-50K- 22.43% |
$1.63M - $2.58M
|
173K
$3.88M
|
|
|
Oct 27, 2025
Q3 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
291+ 3.47% |
$9.5K - $15K
|
8.68K
$195K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
12.2KNew |
$398K - $630K
|
12.2K
$274K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Effects LLC
|
SELL
|
- |
-18.1K- 38.84% |
$591K - $935K
|
28.5K
$640K
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
10+ 0.11% |
$327 - $517
|
9.45K
$212K
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
SELL
|
- |
-169- 3.98% |
$5.52K - $8.73K
|
4.08K
$91.5K
|
|
|
Oct 24, 2025
Q3 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-3.19K- 10.76% |
$104K - $165K
|
26.4K
$594K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
100+ 87.72% |
$3.27K - $5.17K
|
214
$4.8K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
105+ 24.71% |
$3.43K - $5.43K
|
530
$11.9K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
23New |
$751 - $1.19K
|
23
$516
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-18.8K- 53.05% |
$613K - $970K
|
16.6K
$373K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
92New |
$3K - $4.75K
|
92
$2.07K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.99KNew |
$196K - $310K
|
5.99K
$135K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
700New |
$22.9K - $36.2K
|
700
$15.7K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
525+ 1.47% |
$17.1K - $27.1K
|
36.3K
$815K
|
|
|
Oct 23, 2025
Q3 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
6.35KNew |
$207K - $328K
|
6.35K
$142K
|
|
|
Oct 23, 2025
Q3 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
7.42K+ 53.0% |
$242K - $384K
|
21.4K
$481K
|
|
|
Oct 23, 2025
Q3 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
1.7K+ 5.94% |
$55.5K - $87.8K
|
30.3K
$680K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
3.41K+ 74.63% |
$111K - $176K
|
7.99K
$179K
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
146K+ 916.02% |
$4.78M - $7.57M
|
162K
$3.65M
|
|
|
Oct 23, 2025
Q3 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
287+ 4.9% |
$9.37K - $14.8K
|
6.15K
$138K
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
26+ 0.89% |
$849 - $1.34K
|
2.96K
$66.3K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1.15KNew |
$37.5K - $59.4K
|
1.15K
$25.8K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.84K+ 16.5% |
$191K - $302K
|
41.2K
$926K
|
|
|
Oct 23, 2025
Q3 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
1.53K+ 12.68% |
$49.9K - $79K
|
13.6K
$305K
|
|
|
Oct 23, 2025
Q3 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
145+ 2.34% |
$4.73K - $7.49K
|
6.35K
$143K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-11.4K- 5.18% |
$372K - $588K
|
209K
$4.68M
|
|
|
Oct 22, 2025
Q3 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
160+ 46.65% |
$5.22K - $8.27K
|
503
$11.3K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
627+ 3.01% |
$20.5K - $32.4K
|
21.4K
$482K
|
|
|
Oct 22, 2025
Q3 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
1K+ 250.0% |
$32.7K - $51.7K
|
1.4K
$31.4K
|
|
|
Oct 22, 2025
Q3 2025
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
80New |
$2.61K - $4.13K
|
80
$1.8K
|
|
|
Oct 22, 2025
Q3 2025
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
1.32K+ 1.64% |
$43.1K - $68.2K
|
81.6K
$1.83M
|
|
|
Oct 22, 2025
Q3 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-350- 3.78% |
$11.4K - $18.1K
|
8.9K
$200K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.57K+ 38.11% |
$51.3K - $81.1K
|
5.69K
$128K
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
11.2K+ 57.35% |
$367K - $581K
|
30.9K
$693K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4.3K- 98.74% |
$140K - $222K
|
55
$1.23K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
173+ 17.35% |
$5.65K - $8.94K
|
1.17K
$26.3K
|
|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
4+ 7.41% |
$131 - $207
|
58
$1.3K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.04K+ 54.53% |
$197K - $312K
|
17.1K
$384K
|
|
|
Oct 21, 2025
Q3 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
6.66KNew |
$218K - $344K
|
6.66K
$150K
|
|
|
Oct 21, 2025
Q3 2025
|
Taylor Frigon Capital Management LLC
|
BUY
|
- |
17.7KNew |
$577K - $912K
|
17.7K
$396K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
310New |
$10.1K - $16K
|
310
$6.96K
|
|
|
Oct 20, 2025
Q3 2025
|
Adirondack Trust CO
|
BUY
|
- |
680New |
$22.2K - $35.1K
|
680
$15.3K
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Advisors LLC
|
BUY
|
- |
114KNew |
$3.71M - $5.87M
|
114K
$2.55M
|
|
|
Oct 20, 2025
Q3 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
7.53KNew |
$246K - $389K
|
7.53K
$169K
|
|
|
Oct 20, 2025
Q3 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-1.77K- 6.59% |
$57.7K - $91.2K
|
25K
$562K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-96.9K- 89.42% |
$3.17M - $5.01M
|
11.5K
$258K
|
|