Institutional shares held 1.64 Million
0 calls
0 puts
Total value of holdings $28.6M
$0 calls
$0 puts
# of Institutions 40


Latest Institutional Activity in EPRF

Top Purchases

Q1 2025
Whipplewood Advisors, LLC Shares Held: 97.1K ($1.69M)
Q1 2025
L.M. Kohn & Company Shares Held: 18.2K ($318K)
Q1 2025
Form Wealth Advisors, LLC Shares Held: 12.8K ($222K)
Q1 2025
Robertson Stephens Wealth Management, LLC Shares Held: 12.3K ($214K)
Q1 2025
Websterrogers Financial Advisors, LLC Shares Held: 92.8K ($1.62M)

Top Sells

Q1 2025
Jaffetilchin Investment Partners, LLC Shares Held: 23.7K ($414K)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 26.9K ($469K)
Q1 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 12.5K ($218K)
Q4 2024
Cetera Investment Advisers Shares Held: 46K ($801K)
Q4 2024
White Pine Capital LLC Shares Held: 13.9K ($242K)

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