Institutional shares held 6.5 Million
0 calls
0 puts
Total value of holdings $772M
$0 calls
$0 puts
# of Institutions 194


Latest Institutional Activity in SUSL

Top Purchases

Q4 2025
Xena Financial Planning, LLC Shares Held: 41.7K ($4.96M)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 254K ($30.2M)
Q4 2025
Jgp Wealth Management, LLC Shares Held: 4.82K ($573K)
Q4 2025
Brookstone Capital Management Shares Held: 20.7K ($2.46M)
Q4 2025
Walkner Condon Financial Advisors LLC Shares Held: 16.9K ($2.01M)

Top Sells

Q4 2025
Sax Wealth Advisors, LLC Shares Held: 15.5K ($1.84M)
Q4 2025
Redhawk Wealth Advisors, Inc. Shares Held: 3.26K ($387K)
Q4 2025
Bond & Devick Financial Network, Inc. Shares Held: 14.5K ($1.72M)
Q4 2025
Wealthcare Advisory Partners LLC Shares Held: 7.19K ($854K)
Q4 2025
Balance Wealth, LLC Shares Held: 3.34K ($396K)

About SUSL

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