Institutional shares held 9.65 Million
0 calls
0 puts
Total value of holdings $733M
$0 calls
$0 puts
# of Institutions 162


Latest Institutional Activity in SPGM

Top Purchases

Q4 2025
Barden Capital Management, Inc. Shares Held: 75.2K ($5.72M)
Q4 2025
Great Waters Wealth Management Shares Held: 32K ($2.43M)
Q4 2025
Perennial Advisors, LLC Shares Held: 5.36K ($407K)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 147K ($11.2M)
Q4 2025
Act Wealth Management, LLC Shares Held: 39.5K ($3M)

Top Sells

Q4 2025
Unique Wealth, LLC Shares Held: 77.7K ($5.91M)
Q4 2025
Advance Capital Management, Inc. Shares Held: 372K ($28.2M)
Q4 2025
Professional Financial Advisors, LLC Shares Held: 7.3K ($555K)
Q4 2025
Spire Wealth Management Shares Held: 2.69K ($204K)
Q4 2025
Holos Integrated Wealth LLC Shares Held: 8.82K ($670K)

About SPGM

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