Institutional shares held 245 Million
10.2K calls
0 puts
Total value of holdings $4.48B
$186K calls
$0 puts
# of Institutions 491


Latest Institutional Activity in FPE

Top Purchases

Q4 2025
Dakota Wealth Management Shares Held: 317K ($5.8M)
Q4 2025
Appleton Partners Inc Shares Held: 204K ($3.73M)
Q4 2025
Private Client Services, LLC Shares Held: 115K ($2.11M)
Q4 2025
Magnus Financial Group LLC Shares Held: 1.78M ($32.6M)
Q4 2025
Cyndeo Wealth Partners, LLC Shares Held: 22K ($402K)

Top Sells

Q4 2025
Park National Corp Shares Held: 1.78M ($32.6M)
Q4 2025
Matrix Trust CO Shares Held: 18.7K ($342K)
Q4 2025
Qp Wealth Management, LLC Shares Held: 27K ($494K)
Q4 2025
Signature Securities Group Corporation Shares Held: 216K ($3.96M)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 373K ($6.83M)

About FPE

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