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Get Institutions for : 
Nuscale Power Ord Shs Class A (SMR)  
$5.85 0.19 (3.36%) as of 4:30 Wed 5/8


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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
$4.51  
Last Quarter's Ending Price : 
$3.29  
Last Quarter's Average Price
$3.55  
Change from last quarter's     
avg. price to the last closing  : 
2.30 (64.79%)  




 
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: 
3-31-2022 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 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
   CANAL INSURANCE CO 60 - 2024-03-31 160,000 $850,000 0
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 3081 - 2023-12-31 145,185 $478,000 0
   Banque Cantonale Vaudoise 548 - 2024-03-31 44,262 $235,000 0
   Parallel Advisors LLC 818 - 2023-12-31 57,526 $189,000 0
   MetLife Investment Advisors LLC 2627 - 2023-12-31 29,022 $95,000 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
   MANUFACTURERES LIFE INSURANCE CO 2864 - 2023-12-31 21,976 $72,000 0
   PEREGRINE ASSET ADVISERS, INC. - 2024-03-31 12,000 $64,000 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
   STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMEN 2332 - 2023-12-31 15,480 $51,000 0
   CFO4Life Group LLC - 2023-12-31 10,240 $34,000 0
   OZ MANAGEMENT LP 159 - 2023-12-31 5,000 $16,000 0
   SUMMIT INVESTMENT ADVISORS INC 2696 - 2023-12-31 4,426 $15,000 0
   Westside Investment Management Inc. 529 - 2024-03-31 2,895 $15,000 0
   METROPOLITAN LIFE INSURANCE CO/NY 2190 - 2023-12-31 3,007 $10,000 0
   Newbridge Financial Services Group Inc. 829 - 2024-03-31 1,250 $7,000 0
   SALEM INVESTMENT COUNSELORS INC 926 - 2024-03-31 1,000 $5,000 0
   Goss Wealth Management LLC 3213 - 2023-12-31 1,000 $3,000 0
   JNBA FINANCIAL ADVISORS 586 - 2024-03-31 400 $2,000 0
   TOTH FINANCIAL ADVISORY CORP 621 - 2024-03-31 300 $2,000 0
   ORG Partners LLC 841 - 2023-12-31 500 $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
   SCBT FINANCIAL CORP 568 - 2023-12-31 300 $1,000 0
   Householder Group Estate & Retirement Specialist L - 2024-03-31 66 $0 0
   MCF Advisors LLC 926 - 2024-03-31 40 $0 0
   PROEQUITIES INC. - 2024-03-31 0 $0 0
   HUNTINGTON NATIONAL BANK - 2024-03-31 1 $0 0
   WOLFF WIESE MAGANA LLC 709 - 2024-03-31 10 $0 0
   US BANCORP 3944 - 2023-12-31 100 $0 0
   VisionPoint Advisory Group LLC 862 - 2023-12-31 8 $0 0

  35 Records found
  1    
  Page 1 of 1
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