Institutional shares held 10.1 Million
0 calls
0 puts
Total value of holdings $662M
$0 calls
$0 puts
# of Institutions 141


Latest Institutional Activity in SPGM

Top Purchases

Q4 2024
Independent Advisor Alliance Shares Held: 465K ($30.6M)
Q4 2024
Jane Street Group, LLC Shares Held: 292K ($19.2M)
Q4 2024
Ethos Financial Group, LLC Shares Held: 125K ($8.24M)
Q4 2024
Mariner, LLC Shares Held: 504K ($33.1M)
Q4 2024
Bank Of America Corp Shares Held: 296K ($19.5M)

Top Sells

Q4 2024
Advisor Group Holdings, Inc. Shares Held: 27.1K ($1.78M)
Q4 2024
Envestnet Asset Management Inc Shares Held: 41.5K ($2.73M)
Q4 2024
Private Advisor Group, LLC Shares Held: 796K ($52.3M)
Q4 2024
Cresset Asset Management, LLC Shares Held: 40K ($2.63M)
Q4 2024
Golden State Wealth Management, LLC Shares Held: 0 ($0)

About SPGM

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