Institutional Ownership Surge Pays, Inc. (SURG)
This table provides information about the institutional ownership of Surge Pays, Inc. (SURG). We have compiled data on the 39 institutions that hold shares in the stock, with a total of 2.29 Million shares, which have been reported (via 13F filing form) to have a value of $4.58 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
4,825
shares
|
$9,650
0.0% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
1,429
shares
|
$2,858
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,000
shares
|
$2,000
0.0% of portfolio
|
Q2 2025
Reduced 9.01%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
1,000
shares
|
$2,000
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
100
shares
|
$200
0.0% of portfolio
|
Q3 2025
Reduced 80.62%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
84
shares
|
$168
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
39
shares
|
$78
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
12
shares
|
$24
0.0% of portfolio
|
Q3 2025
Reduced 91.24%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|