Institutional shares held 2.7 Million
1.3K calls
1.3K puts
Total value of holdings $243M
$117K calls
$117K puts
# of Institutions 93

Latest Institutional Activity in EQWL

Top Purchases

Q1 2024
Park Avenue Securities LLC Shares Held: 8.51K ($768K)
Q1 2024
Prentice Wealth Management LLC Shares Held: 118K ($10.7M)
Q1 2024
Wealth Enhancement Advisory Services, LLC Shares Held: 95.4K ($8.6M)
Q1 2024
Cedar Brook Financial Partners, LLC Shares Held: 10.3K ($932K)
Q1 2024
Kingswood Wealth Advisors, LLC Shares Held: 10.6K ($955K)

Top Sells

Q1 2024
Sanders Morris Harris LLC Shares Held: 2.25K ($203K)
Q1 2024
Brookstone Capital Management Shares Held: 3.58K ($323K)
Q4 2023
Northwestern Mutual Wealth Management CO Shares Held: 49.2K ($4.43M)
Q4 2023
Aptus Capital Advisors, LLC Shares Held: 485 ($43.7K)
Q4 2023
Goldman Sachs Group Inc Shares Held: 8.1K ($731K)

About EQWL

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