Institutional shares held 10 Million
0 calls
0 puts
Total value of holdings $600M
$0 calls
$0 puts
# of Institutions 141


Latest Institutional Activity in SPGM

Top Purchases

Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 337K ($20.2M)
Q1 2025
Destiny Wealth Partners, LLC Shares Held: 54.6K ($3.26M)
Q1 2025
Advance Capital Management, Inc. Shares Held: 355K ($21.2M)
Q1 2025
Tennessee Valley Asset Management Partners Shares Held: 17.9K ($1.07M)
Q1 2025
Act Wealth Management, LLC Shares Held: 36.5K ($2.18M)

Top Sells

Q1 2025
Lvw Advisors, LLC Shares Held: 18.3K ($1.1M)
Q1 2025
Unique Wealth, LLC Shares Held: 91.6K ($5.47M)
Q1 2025
Gamma Investing LLC Shares Held: 97 ($5.8K)
Q1 2025
Cx Institutional Shares Held: 16.1K ($965K)
Q1 2025
Flagship Private Wealth, LLC Shares Held: 12.3K ($737K)

About SPGM

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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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