Institutional Ownership Nuscale Power Corp (SMR)
This table provides information about the institutional ownership of Nuscale Power Corp (SMR). We have compiled data on the 246 institutions that hold shares in the stock, with a total of 42.4 Million shares, which have been reported (via 13F filing form) to have a value of $883 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
553
shares
|
$11,507
0.0% of portfolio
|
Q3 2024
Added 56.66%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
500
shares
|
$10,405
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
500
shares
|
$10,405
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
478
shares
|
$9,947
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
457
shares
|
$9,510
0.0% of portfolio
|
Q1 2024
Reduced 76.65%
|
|
|
Nisa Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
447
shares
|
$9,302
0.0% of portfolio
|
Q3 2024
Added 24.17%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
400
shares
|
$8,324
0.0% of portfolio
|
Q4 2023
Reduced 47.64%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 14, 2024 Q3 2024 |
359
shares
|
$7,470
0.0% of portfolio
|
Q3 2024
Reduced 67.92%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
350
shares
|
$7,283
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
300
shares
|
$6,243
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
300
shares
|
$6,243
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
250
shares
|
$5,202
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Nov 01, 2024 Q3 2024 |
227
shares
|
$4,723
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
200
shares
|
$4,162
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
200
shares
|
$4,162
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
200
shares
|
$4,162
0.0% of portfolio
|
Q4 2022
Added 100.0%
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
200
shares
|
$4,162
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2024 Q3 2024 |
200
shares
|
$4,162
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
190
shares
|
$3,953
0.0% of portfolio
|
Q3 2024
Added 726.09%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
145
shares
|
$3,017
0.0% of portfolio
|
Q3 2024
Added 123.08%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
120
shares
|
$2,497
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
116
shares
|
$2,413
0.0% of portfolio
|
Q3 2024
Added 625.0%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
100
shares
|
$2,081
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
100
shares
|
$2,081
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
100
shares
|
$2,081
0.0% of portfolio
|
Q3 2024
New holding
|