Institutional shares held 5.09 Million
0 calls
0 puts
Total value of holdings $752M
$0 calls
$0 puts
# of Institutions 109


Latest Institutional Activity in EXI

Top Purchases

Q1 2025
Ronald Blue Trust, Inc. Shares Held: 1.73K ($256K)
Q1 2025
Investor'S Fiduciary Advisor Network, LLC Shares Held: 2.33K ($344K)
Q1 2025
Provident Wealth Management, LLC Shares Held: 500 ($73.8K)
Q1 2025
Cx Institutional Shares Held: 409 ($60.4K)
Q1 2025
Farther Finance Advisors, LLC Shares Held: 370 ($54.6K)

Top Sells

Q1 2025
Richard Bernstein Advisors LLC Shares Held: 623K ($92M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 90K ($13.3M)
Q1 2025
Slow Capital, Inc. Shares Held: 13.5K ($2M)
Q1 2025
Bessemer Group Inc Shares Held: 1.52K ($224K)
Q1 2025
Janney Montgomery Scott LLC Shares Held: 1.62K ($239K)

About EXI

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