Institutional shares held 243 Million
0 calls
10K puts
Total value of holdings $4.48B
$0 calls
$184K puts
# of Institutions 497


Latest Institutional Activity in FPE

Top Purchases

Q3 2025
Asset Allocation Strategies LLC Shares Held: 177K ($3.27M)
Q3 2025
Curran Financial Partners, LLC Shares Held: 475K ($8.76M)
Q3 2025
Falcon Wealth Planning Shares Held: 1.28M ($23.5M)
Q3 2025
Hcr Wealth Advisors Shares Held: 998K ($18.4M)
Q3 2025
Cooper Financial Group Shares Held: 35.7K ($659K)

Top Sells

Q3 2025
Private Client Services, LLC Shares Held: 88.2K ($1.63M)
Q3 2025
Cwm, LLC Shares Held: 34.5K ($635K)
Q3 2025
Fifth Third Securities, Inc. Shares Held: 416K ($7.67M)
Q3 2025
Sound Income Strategies, LLC Shares Held: 275K ($5.07M)
Q3 2025
Park National Corp Shares Held: 2.17M ($39.9M)

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