Institutional shares held 4.47 Million
0 calls
0 puts
Total value of holdings $199M
$0 calls
$0 puts
# of Institutions 131


Latest Institutional Activity in FSEP

Top Purchases

Q1 2025
Rockefeller Capital Management L.P. Shares Held: 45.5K ($2.02M)
Q1 2025
Assetmark, Inc Shares Held: 145K ($6.46M)
Q1 2025
Beck Capital Management, LLC Shares Held: 24K ($1.07M)
Q1 2025
Jpmorgan Chase & CO Shares Held: 18.2K ($808K)
Q1 2025
Commonwealth Equity Services, LLC Shares Held: 239K ($10.6M)

Top Sells

Q1 2025
Envestnet Asset Management Inc Shares Held: 257K ($11.4M)
Q1 2025
Cetera Investment Advisers Shares Held: 109K ($4.84M)
Q1 2025
Creative One Wealth, LLC Shares Held: 20.1K ($894K)
Q1 2025
Mc Carthy & Cox Shares Held: 17.7K ($785K)
Q1 2025
Raymond James Financial Inc Shares Held: 216K ($9.61M)

About FSEP

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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