Institutional shares held 3.31 Million
0 calls
0 puts
Total value of holdings $84.3M
$0 calls
$0 puts
# of Institutions 57


Latest Institutional Activity in YSEP

Top Purchases

Q3 2025
Sterling Manor Financial, LLC Shares Held: 381K ($9.7M)
Q3 2025
Ignite Planners, LLC Shares Held: 26.5K ($676K)
Q3 2025
Merit Financial Group, LLC Shares Held: 8.55K ($218K)
Q3 2025
Dhjj Financial Advisors, Ltd. Shares Held: 5.38K ($137K)
Q2 2025
Avantra Family Wealth, Inc. Shares Held: 157K ($4M)

Top Sells

Q3 2025
Commonwealth Equity Services, LLC Shares Held: 189K ($4.81M)
Q3 2025
Silver Oak Securities, Inc Shares Held: 28.7K ($733K)
Q3 2025
Soa Wealth Advisors, Llc. Shares Held: 187K ($4.76M)
Q3 2025
Five Pine Wealth Management Shares Held: 15.6K ($397K)
Q2 2025
Luken Investment Analytics, LLC Shares Held: 4.84K ($123K)

About YSEP

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