Institutional shares held 193 Million
0 calls
0 puts
Total value of holdings $5.79B
$0 calls
$0 puts
# of Institutions 565


Latest Institutional Activity in SPSB

Top Purchases

Q4 2024
Rockwood Wealth Management, LLC Shares Held: 1.79M ($53.6M)
Q4 2024
Simpli Fi, Inc. Shares Held: 398K ($11.9M)
Q4 2024
Mcf Advisors LLC Shares Held: 2.37M ($71M)
Q4 2024
Walker Financial Services, Inc. Shares Held: 1.12M ($33.5M)
Q4 2024
Wealth Enhancement Advisory Services, LLC Shares Held: 489K ($14.7M)

Top Sells

Q4 2024
Concord Asset Management, Llc/Va Shares Held: 940K ($28.1M)
Q4 2024
Concord Wealth Partners Shares Held: 970K ($29M)
Q4 2024
Litman Gregory Wealth Management LLC Shares Held: 703K ($21M)
Q4 2024
Manning & Napier Advisors LLC Shares Held: 545K ($16.3M)
Q4 2024
Impact Partnership Wealth, LLC Shares Held: 167K ($4.99M)

About SPSB

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