Institutional shares held 8.09 Million
0 calls
0 puts
Total value of holdings $868M
$0 calls
$0 puts
# of Institutions 168


Latest Institutional Activity in SUSL

Top Purchases

Q4 2024
Kingswood Wealth Advisors, LLC Shares Held: 3.86K ($414K)
Q4 2024
Ridgeline Wealth, LLC Shares Held: 3.35K ($360K)
Q4 2024
First Pacific Financial Shares Held: 1.68K ($180K)
Q4 2024
Cliftonlarsonallen Wealth Advisors, LLC Shares Held: 71.6K ($7.69M)
Q4 2024
Horizon Wealth Management, LLC Shares Held: 2.63K ($282K)

Top Sells

Q4 2024
Bank Of Italy Shares Held: 1.65M ($178M)
Q4 2024
W Advisors, LLC Shares Held: 70.3K ($7.55M)
Q4 2024
Park Avenue Securities LLC Shares Held: 6.85K ($736K)
Q4 2024
Sax Wealth Advisors, LLC Shares Held: 28.2K ($3.03M)
Q4 2024
Cfs Investment Advisory Services, LLC Shares Held: 17.2K ($1.84M)

About SUSL

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