Institutional shares held 7.88 Million
0 calls
0 puts
Total value of holdings $431M
$0 calls
$0 puts
# of Institutions 163


Latest Institutional Activity in EES

Top Purchases

Q4 2024
Essential Planning, Llc. Shares Held: 537K ($29.4M)
Q4 2024
Raymond James Financial Inc Shares Held: 96.1K ($5.27M)
Q4 2024
Warren Averett Asset Management, LLC Shares Held: 80K ($4.38M)
Q4 2024
Citadel Advisors LLC Shares Held: 33.8K ($1.85M)
Q4 2024
Defined Financial Planning LLC Shares Held: 31.2K ($1.71M)

Top Sells

Q4 2024
Cetera Investment Advisers Shares Held: 320K ($17.5M)
Q4 2024
Bank Of America Corp Shares Held: 849K ($46.6M)
Q4 2024
Savant Capital, LLC Shares Held: 259K ($14.2M)
Q4 2024
Ubs Group Ag Shares Held: 729K ($40M)
Q4 2024
Invenio Wealth Partners LLC Shares Held: 108K ($5.92M)

About EES

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