Institutional shares held 46.1 Million
235K calls
42.5K puts
Total value of holdings $2.09B
$10.6M calls
$1.93M puts
# of Institutions 331


Latest Institutional Activity in EPI

Top Purchases

Q1 2025
Stratos Wealth Partners, Ltd. Shares Held: 208K ($9.41M)
Q1 2025
Money Design Co.,Ltd. Shares Held: 702K ($31.8M)
Q1 2025
Catalyst Capital Advisors LLC Shares Held: 489K ($22.2M)
Q1 2025
Millburn Ridgefield Corp Shares Held: 489K ($22.2M)
Q1 2025
Whitaker Myers Wealth Managers, Ltd. Shares Held: 290K ($13.1M)

Top Sells

Q1 2025
Jennison Associates LLC Shares Held: 484K ($22M)
Q1 2025
Robertson Stephens Wealth Management, LLC Shares Held: 20.1K ($909K)
Q1 2025
Envestnet Asset Management Inc Shares Held: 56.4K ($2.56M)
Q1 2025
Greenup Street Wealth Management LLC Shares Held: 135K ($6.13M)
Q1 2025
Lifestyle Asset Management, Inc. Shares Held: 18.3K ($828K)

About EPI

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