Institutional shares held 7.89 Million
0 calls
0 puts
Total value of holdings $386M
$0 calls
$0 puts
# of Institutions 162


Latest Institutional Activity in EES

Top Purchases

Q1 2025
Nbc Securities, Inc. Shares Held: 9.9K ($484K)
Q1 2025
Insight Advisors, LLC Shares Held: 38.4K ($1.88M)
Q1 2025
Lvm Capital Management LTD Shares Held: 4.36K ($213K)
Q1 2025
Herbst Group, LLC Shares Held: 30.4K ($1.49M)
Q4 2024
Essential Planning, Llc. Shares Held: 537K ($26.3M)

Top Sells

Q1 2025
Rfg Advisory, LLC Shares Held: 6.31K ($309K)
Q4 2024
Cetera Investment Advisers Shares Held: 320K ($15.7M)
Q4 2024
Bank Of America Corp Shares Held: 849K ($41.5M)
Q4 2024
Savant Capital, LLC Shares Held: 259K ($12.7M)
Q4 2024
Ubs Group Ag Shares Held: 729K ($35.7M)

About EES

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