Institutional shares held 10.4 Million
939K calls
674K puts
Total value of holdings $745M
$67.5M calls
$48.4M puts
# of Institutions 276


Latest Institutional Activity in SSO

Top Purchases

Q1 2025
Marshall Financial Group LLC Shares Held: 173K ($12.5M)
Q1 2025
Harbor Capital Advisors, Inc. Shares Held: 94.8K ($6.81M)
Q1 2025
Everhart Financial Group, Inc. Shares Held: 3.69K ($265K)
Q1 2025
Gen Wealth Group, Inc. Shares Held: 80.3K ($5.77M)
Q1 2025
Cpr Investments Inc. Shares Held: 24K ($1.73M)

Top Sells

Q1 2025
Unique Wealth, LLC Shares Held: 75.1K ($5.39M)
Q1 2025
Imc Chicago, LLC Shares Held: 63.7K ($4.58M)
Q1 2025
Prosperity Wealth Management, Inc. Shares Held: 15.7K ($1.13M)
Q1 2025
Milestone Asset Management, LLC Shares Held: 35.3K ($2.54M)
Q1 2025
Toth Financial Advisory Corp Shares Held: 140K ($10.1M)

About SSO

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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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