Institutional shares held 17.1 Million
0 calls
0 puts
Total value of holdings $2.35B
$0 calls
$0 puts
# of Institutions 566


Latest Institutional Activity in SUSA

Top Purchases

Q4 2025
Stewardship Advisors, LLC Shares Held: 112K ($15.4M)
Q4 2025
Riverbridge Partners LLC Shares Held: 8.26K ($1.13M)
Q4 2025
Shira Ridge Wealth Management Shares Held: 290K ($39.8M)
Q4 2025
Asempa Wealth Advisors Shares Held: 3.66K ($503K)
Q4 2025
Financial Planning Hawaii, Inc. Shares Held: 2.8K ($385K)

Top Sells

Q4 2025
Corundum Group, Inc. Shares Held: 51.1K ($7.01M)
Q4 2025
Ryan Investment Management, Inc. Shares Held: 8.71K ($1.2M)
Q4 2025
Global View Capital Management LLC Shares Held: 3.1K ($426K)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 93.2K ($12.8M)
Q4 2025
Mc Clarren Financial Advisors, Inc. Shares Held: 2.91K ($399K)

About SUSA

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