Institutional shares held 7.38 Million
0 calls
0 puts
Total value of holdings $408M
$0 calls
$0 puts
# of Institutions 158


Latest Institutional Activity in EES

Top Purchases

Q3 2025
Arkadios Wealth Advisors Shares Held: 125K ($6.93M)
Q3 2025
Forefront Wealth Partners, LLC Shares Held: 17.8K ($986K)
Q3 2025
Defined Financial Planning LLC Shares Held: 51.3K ($2.84M)
Q3 2025
Graves Light Lenhart Wealth, Inc. Shares Held: 3.9K ($216K)
Q3 2025
U.S. Capital Wealth Advisors, LLC Shares Held: 3.81K ($211K)

Top Sells

Q3 2025
Amplius Wealth Advisors, LLC Shares Held: 122K ($6.76M)
Q3 2025
Shore Point Advisors, LLC Shares Held: 264K ($14.6M)
Q3 2025
Commonwealth Equity Services, LLC Shares Held: 95K ($5.26M)
Q3 2025
Concurrent Investment Advisors, LLC Shares Held: 11.2K ($622K)
Q3 2025
New Perspectives, Inc Shares Held: 23.4K ($1.29M)

About EES

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