Institutional shares held 7.67 Million
0 calls
0 puts
Total value of holdings $387M
$0 calls
$0 puts
# of Institutions 154


Latest Institutional Activity in EES

Top Purchases

Q2 2025
Amplius Wealth Advisors, LLC Shares Held: 145K ($7.47M)
Q2 2025
Shore Point Advisors, LLC Shares Held: 278K ($14.4M)
Q2 2025
Atria Investments LLC Shares Held: 39.7K ($2.05M)
Q2 2025
Defined Financial Planning LLC Shares Held: 38.6K ($2M)
Q2 2025
Envestnet Asset Management Inc Shares Held: 113K ($5.85M)

Top Sells

Q2 2025
Key F Inancial Inc Shares Held: 256K ($13.2M)
Q2 2025
Smithbridge Asset Management Inc Shares Held: 6.59K ($341K)
Q2 2025
Savant Capital, LLC Shares Held: 216K ($11.2M)
Q2 2025
Commonwealth Equity Services, LLC Shares Held: 105K ($5.42M)
Q2 2025
Crux Wealth Advisors Shares Held: 4.99K ($258K)

About EES

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