Institutional shares held 269 Million
0 calls
0 puts
Total value of holdings $6.88B
$0 calls
$0 puts
# of Institutions 548


Latest Institutional Activity in SPAB

Top Purchases

Q1 2025
Advisor Resource Council Shares Held: 732K ($18.7M)
Q1 2025
Cerity Partners LLC Shares Held: 9.96M ($254M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 11.4M ($291M)
Q1 2025
Rochester Wealth Strategies, LLC Shares Held: 426K ($10.9M)
Q1 2025
Apella Capital, LLC Shares Held: 510K ($13M)

Top Sells

Q1 2025
Cliftonlarsonallen Wealth Advisors, LLC Shares Held: 11.7M ($300M)
Q1 2025
Heartwood Wealth Advisors LLC Shares Held: 15.3K ($392K)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 3.76M ($96.1M)
Q1 2025
Golden State Wealth Management, LLC Shares Held: 512K ($13.1M)
Q1 2025
Collier Financial Shares Held: 3.28K ($83.8K)

About SPAB

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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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