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 20, 2025
Q3 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
955+ 11.78% |
$31.2K - $49.3K
|
9.06K
$203K
|
|
|
Oct 20, 2025
Q3 2025
|
Optimum Investment Advisors
|
BUY
|
- |
7.06KNew |
$231K - $365K
|
7.06K
$159K
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
200New |
$6.53K - $10.3K
|
200
$4.49K
|
|
|
Oct 17, 2025
Q3 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
950New |
$31K - $49.1K
|
950
$21.3K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.05K+ 23.6% |
$198K - $313K
|
31.7K
$712K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
681+ 55.59% |
$22.2K - $35.2K
|
1.91K
$42.8K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.99K- 31.71% |
$65K - $103K
|
4.29K
$96.2K
|
|
|
Oct 16, 2025
Q3 2025
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
8KNew |
$261K - $413K
|
8K
$180K
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
33.1K+ 372.04% |
$1.08M - $1.71M
|
42K
$944K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.73KNew |
$252K - $399K
|
7.73K
$173K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
7.91KNew |
$258K - $409K
|
7.91K
$178K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
16.2KNew |
$529K - $838K
|
16.2K
$364K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
CALL |
1.5KNew |
$49K - $77.5K
|
1.5K
$33.7K
|
|
|
Oct 15, 2025
Q3 2025
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-200K- 12.49% |
$6.53M - $10.3M
|
1.4M
$31.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-3.15K- 28.77% |
$103K - $163K
|
7.8K
$175K
|
|
|
Oct 15, 2025
Q3 2025
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-22.3K- 74.47% |
$729K - $1.15M
|
7.65K
$172K
|
|
|
Oct 15, 2025
Q3 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
4.5KNew |
$147K - $233K
|
4.5K
$101K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
10K+ 61.61% |
$327K - $518K
|
26.3K
$590K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
71.9K+ 21.46% |
$2.35M - $3.71M
|
407K
$9.13M
|
|
|
Oct 14, 2025
Q3 2025
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-116- 1.15% |
$3.79K - $5.99K
|
10K
$225K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
16.3K+ 91.5% |
$531K - $840K
|
34K
$764K
|
|
|
Oct 09, 2025
Q3 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
26.9K+ 58.1% |
$877K - $1.39M
|
73.1K
$1.64M
|
|
|
Oct 09, 2025
Q3 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
363New |
$11.9K - $18.8K
|
363
$8.15K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-11.7K- 33.79% |
$384K - $607K
|
23K
$517K
|
|
|
Oct 09, 2025
Q3 2025
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
9.47KNew |
$309K - $489K
|
9.47K
$213K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-693- 7.18% |
$22.6K - $35.8K
|
8.96K
$201K
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
165+ 9.65% |
$5.39K - $8.53K
|
1.88K
$42.1K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.35K+ 4483.33% |
$43.9K - $69.5K
|
1.38K
$30.9K
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
7New |
$229 - $362
|
7
$157
|
|
|
Oct 08, 2025
Q3 2025
|
Sheets Smith Investment Management
Houston, TX |
BUY
|
- |
75+ 0.38% |
$2.45K - $3.88K
|
19.7K
$442K
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
494New |
$16.1K - $25.5K
|
494
$11.1K
|
|
|
Oct 08, 2025
Q3 2025
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
13.7KNew |
$446K - $706K
|
13.7K
$307K
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-634- 80.87% |
$20.7K - $32.8K
|
150
$3.37K
|
|
|
Oct 07, 2025
Q3 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
22+ 0.48% |
$718 - $1.14K
|
4.63K
$104K
|
|
|
Oct 07, 2025
Q3 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
3.22K+ 61.05% |
$105K - $166K
|
8.5K
$191K
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
BUY
|
- |
1.08K+ 18.53% |
$35.1K - $55.5K
|
6.88K
$154K
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
12.5KNew |
$409K - $647K
|
12.5K
$281K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
CALL |
1KNew |
$32.7K - $51.7K
|
1K
$22.5K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
49.9KNew |
$1.63M - $2.58M
|
49.9K
$1.12M
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
128+ 17.98% |
$4.18K - $6.61K
|
840
$18.9K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
446K+ 97.59% |
$5.62M - $19.3M
|
904K
$20.3M
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
9.63KNew |
$121K - $417K
|
9.63K
$216K
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.12K- 53.57% |
$14.1K - $48.3K
|
968
$21.7K
|
|
|
Oct 08, 2025
Q2 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
16K+ 66.19% |
$202K - $692K
|
40.2K
$902K
|
|
|
Sep 04, 2025
Q2 2025
|
Beacon Capital Management, Inc.
|
BUY
|
- |
15New |
$189 - $649
|
15
$337
|
|
|
Aug 28, 2025
Q2 2025
|
Infini Capital Management LTD
Central, K3 |
BUY
|
- |
25KNew |
$315K - $1.08M
|
25K
$561K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
70New |
$882 - $3.03K
|
70
$1.57K
|
|
|
Aug 15, 2025
Q2 2025
|
Caz Investments LP
Houston, TX |
SELL
|
- |
-5K- 83.33% |
$63K - $216K
|
1K
$22.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-4.44K- 22.13% |
$56K - $192K
|
15.6K
$351K
|
|
|
Aug 14, 2025
Q2 2025
|
Limestone Investment Advisors LP
New York, NY |
BUY
|
- |
7.6KNew |
$95.8K - $329K
|
7.6K
$171K
|
|