A detailed history of Captrust Financial Advisors transactions in Erie Indemnity CO stock. As of the latest transaction made, Captrust Financial Advisors holds 1,470 shares of ERIE stock, worth $628,307. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,470
Previous 1,467 0.2%
Holding current value
$628,307
Previous $589,000 9.68%
% of portfolio
0.0%
Previous 0.0%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$349.82 - $410.53 $1,049 - $1,231
3 Added 0.2%
1,470 $532,000
Q1 2024

May 15, 2024

SELL
$327.68 - $417.35 $93,716 - $119,362
-286 Reduced 16.31%
1,467 $589,000
Q4 2023

Feb 14, 2024

BUY
$273.26 - $334.92 $3,005 - $3,684
11 Added 0.63%
1,753 $587,000
Q3 2023

Nov 14, 2023

BUY
$201.12 - $299.64 $18,905 - $28,166
94 Added 5.7%
1,742 $511,000
Q2 2023

Aug 14, 2023

SELL
$206.28 - $240.17 $7,426 - $8,646
-36 Reduced 2.14%
1,648 $346,000
Q1 2023

May 15, 2023

BUY
$223.52 - $254.82 $2,682 - $3,057
12 Added 0.72%
1,684 $390,000
Q4 2022

Feb 15, 2023

BUY
$229.44 - $282.39 $3,441 - $4,235
15 Added 0.91%
1,672 $415,000
Q3 2022

Nov 16, 2022

BUY
$189.77 - $225.14 $249,927 - $296,509
1,317 Added 387.35%
1,657 $368,000
Q2 2022

Aug 23, 2022

SELL
$160.28 - $192.19 $2,724 - $3,267
-17 Reduced 4.76%
340 $65,000
Q2 2022

Aug 16, 2022

BUY
$160.28 - $192.19 $1,282 - $1,537
8 Added 2.29%
357 $69,000
Q1 2022

May 16, 2022

BUY
$167.27 - $194.58 $9,199 - $10,701
55 Added 18.71%
349 $61,000
Q4 2021

Feb 14, 2022

SELL
$180.69 - $230.68 $3,071 - $3,921
-17 Reduced 5.47%
294 $57,000
Q3 2021

Nov 16, 2021

BUY
$169.88 - $194.01 $339 - $388
2 Added 0.65%
311 $55,000
Q2 2021

Aug 16, 2021

BUY
$189.16 - $229.03 $945 - $1,145
5 Added 1.64%
309 $60,000
Q1 2021

May 17, 2021

BUY
$220.91 - $260.54 $67,156 - $79,204
304 New
304 $67,000

Others Institutions Holding ERIE

About ERIE INDEMNITY CO


  • Ticker ERIE
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Insurance Brokers
  • Shares Outstandng 46,189,100
  • Market Cap $19.7B
  • Description
  • Erie Indemnity Company operates as a managing attorney-in-fact for the subscribers at the Erie Insurance Exchange in the United States. The company provides sales, underwriting, policy issuance, and renewal services for the policyholders on behalf of the Erie Insurance Exchange. It also offers sales related services, including agent compensation...
More about ERIE
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