Purchases and Sales Made in Q4 2024 in Nuscale Power Corp (SMR)
This table provides information about the institutional ownership of Nuscale Power Corp (SMR) during Q4 2024. The information is specifically focused on institutions that hold shares of NUSCALE POWER Corp.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
119+ 11.9% |
$1.39K - $3.59K
|
1.12K
$19.3K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
100New |
$1.17K - $3.02K
|
100
$1.72K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
100New |
$1.17K - $3.02K
|
100
$1.72K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
100+ 13.16% |
$1.17K - $3.02K
|
860
$14.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
100New |
$1.17K - $3.02K
|
100
$1.72K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
96+ 1.5% |
$1.12K - $2.9K
|
6.5K
$112K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
80New |
$935 - $2.42K
|
80
$1.38K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
80+ 42.11% |
$935 - $2.42K
|
270
$4.65K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
77+ 66.38% |
$900 - $2.33K
|
193
$3.33K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
71+ 15.88% |
$830 - $2.14K
|
518
$8.93K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
63+ 0.52% |
$736 - $1.9K
|
12.1K
$208K
|
|
|
Feb 14, 2025
Q4 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
61+ 16.99% |
$713 - $1.84K
|
420
$7.24K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
61+ 0.11% |
$713 - $1.84K
|
57.6K
$992K
|
|
|
Feb 18, 2025
Q4 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
60New |
$701 - $1.81K
|
60
$1.03K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
60New |
$701 - $1.81K
|
60
$1.03K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
52New |
$608 - $1.57K
|
52
$896
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
50+ 8.33% |
$585 - $1.51K
|
650
$11.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
50New |
$585 - $1.51K
|
50
$862
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
50New |
$585 - $1.51K
|
50
$862
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
40New |
$468 - $1.21K
|
40
$689
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
38New |
$444 - $1.15K
|
38
$655
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
24+ 0.19% |
$281 - $725
|
12.7K
$218K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
22New |
$257 - $665
|
22
$379
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
20New |
$234 - $604
|
20
$345
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
15New |
$175 - $453
|
15
$258
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
11New |
$129 - $332
|
11
$190
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
10+ 12.5% |
$117 - $302
|
90
$1.55K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
10New |
$117 - $302
|
10
$172
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
8New |
$93.5 - $242
|
8
$138
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2+ 4.0% |
$23.4 - $60.4
|
52
$896
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2New |
$23.4 - $60.4
|
2
$34.5
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 25, 2025
Q4 2024
|
Swan Capital LLC
Pensacola, FL |
SELL
|
- |
-50- 25.0% |
$585 - $1.51K
|
150
$2.58K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-188- 0.91% |
$2.2K - $5.68K
|
20.5K
$353K
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-445- 1.74% |
$5.2K - $13.4K
|
25.1K
$432K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-474- 47.4% |
$5.54K - $14.3K
|
526
$9.06K
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-738- 99.86% |
$8.63K - $22.3K
|
1
$17.2
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-794- 3.32% |
$9.28K - $24K
|
23.1K
$399K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-800- 4.83% |
$9.35K - $24.2K
|
15.8K
$271K
|
|
|
Feb 14, 2025
Q4 2024
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-862- 0.76% |
$10.1K - $26K
|
113K
$1.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2K- 46.51% |
$23.4K - $60.4K
|
2.3K
$39.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.35K- 12.52% |
$27.4K - $70.9K
|
16.4K
$283K
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-2.61K- 4.65% |
$30.5K - $78.7K
|
53.5K
$921K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-2.77K- 0.86% |
$32.4K - $83.7K
|
318K
$5.48M
|
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-4.45K- 23.67% |
$52K - $134K
|
14.4K
$247K
|
|
|
Feb 12, 2025
Q4 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-4.97K- 29.08% |
$58.1K - $150K
|
12.1K
$209K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.18K- 3.42% |
$60.5K - $156K
|
146K
$2.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-6.56K- 43.87% |
$76.7K - $198K
|
8.39K
$145K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-8.39K- 10.99% |
$98K - $253K
|
67.9K
$1.17M
|