Institutional shares held 13.7 Million
0 calls
0 puts
Total value of holdings $592M
$0 calls
$0 puts
# of Institutions 172


Latest Institutional Activity in EUSB

Top Purchases

Q1 2025
Sig Fig Wealth Management, LLC Shares Held: 543K ($23.5M)
Q1 2025
Charter Oak Capital Management, LLC Shares Held: 7.52K ($326K)
Q1 2025
Merit Financial Group, LLC Shares Held: 6.01K ($260K)
Q1 2025
Farther Finance Advisors, LLC Shares Held: 12K ($518K)
Q1 2025
Park Avenue Securities LLC Shares Held: 71K ($3.07M)

Top Sells

Q1 2025
Sandbox Financial Partners, LLC Shares Held: 20.3K ($877K)
Q1 2025
Rfg Advisory, LLC Shares Held: 6.89K ($298K)
Q4 2024
Envestnet Asset Management Inc Shares Held: 1.29M ($56M)
Q4 2024
Envestnet Portfolio Solutions, Inc. Shares Held: 454K ($19.7M)
Q4 2024
Geo Wealth Management, LLC Shares Held: 81.9K ($3.54M)

About EUSB

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