Institutional shares held 4.96 Million
11.7K calls
0 puts
Total value of holdings $504M
$1.19M calls
$0 puts
# of Institutions 133


Latest Institutional Activity in EQWL

Top Purchases

Q1 2025
Cm Wealth Advisors LLC Shares Held: 114K ($11.5M)
Q1 2025
Bond & Devick Financial Network, Inc. Shares Held: 276K ($28M)
Q1 2025
Columbia River Financial Group, LLC Shares Held: 41.1K ($4.18M)
Q1 2025
Highview Capital Management LLC Shares Held: 36.6K ($3.72M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 68.6K ($6.97M)

Top Sells

Q1 2025
Sanders Morris Harris LLC Shares Held: 2.7K ($275K)
Q1 2025
Fiduciary Planning LLC Shares Held: 158K ($16M)
Q1 2025
Kingswood Wealth Advisors, LLC Shares Held: 13.1K ($1.33M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 107K ($10.9M)
Q1 2025
Chb Investment Group, LLC Shares Held: 23K ($2.33M)

About EQWL

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