Institutional shares held 3.47 Million
0 calls
0 puts
Total value of holdings $167M
$0 calls
$0 puts
# of Institutions 112


Latest Institutional Activity in BSEP

Top Purchases

Q3 2025
Brookstone Capital Management Shares Held: 561K ($27M)
Q3 2025
Gwn Securities Inc. Shares Held: 31.7K ($1.52M)
Q3 2025
Integral Investment Advisors, Inc. Shares Held: 47.6K ($2.29M)
Q3 2025
Daymark Wealth Partners, LLC Shares Held: 26.3K ($1.26M)
Q3 2025
Chris Bulman Inc Shares Held: 18.9K ($910K)

Top Sells

Q3 2025
Commonwealth Equity Services, LLC Shares Held: 290K ($13.9M)
Q3 2025
Three Seasons Wealth, LLC Shares Held: 12.6K ($605K)
Q3 2025
Blue Bell Private Wealth Management, LLC Shares Held: 33.6K ($1.62M)
Q3 2025
Concurrent Investment Advisors, LLC Shares Held: 15.3K ($735K)
Q3 2025
Lewis Asset Management, LLC Shares Held: 8.76K ($421K)

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