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Get Institutions for : 
Nuscale Power Ord Shs Class A (SMR)  
$9.54 1.04 (12.24%) as of 4:30 Tue 6/18


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 123    2
Total shares held : 
27,034,808  
% of shares held : 
61.91%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  9  
Amount of shares held : 
-1,774,224  
% of shares held change : 
  -4.06%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$3.14  
Last Quarter's Ending Price : 
$5.31  
Last Quarter's Average Price
$3.59  
Change from last quarter's     
avg. price to the last closing  : 
5.95 (165.74%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
23
 874,617
 3.24%
 
Increased Positions :
40
 1,968,429
 7.28%
 
Unchanged Positions :
31
 633,860
 2.34%
 
Decreased Positions :
29
-1,876,342
-6.94%
 
Closed Positions :
25
-2,740,928
-10.14%
 
Guru Positions :
0
 0%
 
View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for period: 
12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   AIC LTD 14 - 2024-03-31 40,000 $6,609,000 0
   CANAL INSURANCE CO 60 - 2024-03-31 160,000 $850,000 0
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 2870 - 2024-03-31 145,185 $771,000 0
   Parallel Advisors LLC 695 - 2024-03-31 57,526 $305,000 0
   Banque Cantonale Vaudoise 548 - 2024-03-31 44,262 $235,000 0
   DUBUQUE BANK & TRUST CO 230 - 2023-09-30 19,000 $93,000 0
   Lincoln Capital LLC 110 - 2024-03-31 15,956 $85,000 0
   PEREGRINE ASSET ADVISERS, INC. 170 - 2024-03-31 12,000 $64,000 0
   CFO4Life Group LLC 198 - 2024-03-31 10,240 $54,000 0
   Essex Private Wealth Management LLC 33 - 2024-03-31 10,000 $53,000 0
   Sloy Dahl & Holst LLC 84 - 2024-03-31 10,050 $53,000 0
   Westside Investment Management Inc. 529 - 2024-03-31 2,895 $15,000 0
   Newbridge Financial Services Group Inc. 829 - 2024-03-31 1,250 $7,000 0
   Goss Wealth Management LLC 3107 - 2024-03-31 1,000 $5,000 0
   SALEM INVESTMENT COUNSELORS INC 926 - 2024-03-31 1,000 $5,000 0
   PNC FINANCIAL SERVICES GROUP INC 3907 - 2024-03-31 725 $4,000 0
   JNBA FINANCIAL ADVISORS 586 - 2024-03-31 400 $2,000 0
   SCBT FINANCIAL CORP 611 - 2024-03-31 300 $2,000 0
   TOTH FINANCIAL ADVISORY CORP 621 - 2024-03-31 300 $2,000 0
   Bogart Wealth LLC 945 - 2024-03-31 200 $1,000 0
   PFS Partners LLC 430 - 2024-03-31 227 $1,000 0
   Moisand Fitzgerald Tamayo LLC 517 - 2024-03-31 200 $1,000 0
   HARBOUR INVESTMENTS INC. 2833 - 2023-12-31 262 $1,000 0
   Main Street Group LTD 673 - 2024-03-31 100 $1,000 0
   Householder Group Estate & Retirement Specialist L 1162 - 2024-03-31 66 $0 0
   MCF Advisors LLC 926 - 2024-03-31 40 $0 0
   PROEQUITIES INC. 5862 - 2024-03-31 0 $0 0
   HUNTINGTON NATIONAL BANK 2862 - 2024-03-31 1 $0 0
   VisionPoint Advisory Group LLC 806 - 2024-03-31 8 $0 0
   WOLFF WIESE MAGANA LLC 709 - 2024-03-31 10 $0 0
   Vermillion & White Wealth Management Group LLC 358 - 2024-03-31 38 $0 0

  31 Records found
  1    
  Page 1 of 1
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