Ep Wealth Advisors, LLC Purchases and Sells in Q1 2025

Ep Wealth Advisors, LLC

  • $12 Billion
  • Q1 2025

Top Buys

Incresed Positions

536 operations
Stock Shares change Price Range Shares Held Trade History
819K
+ 17.91%
$73.78 - $76.59 $60.4M - $62.7M
5.39M $413M
541K
+ 14.39%
$78.97 - $85.82 $42.7M - $46.4M
4.3M $356M
239K
+ 18.74%
$156.61 - $168.02 $37.5M - $40.2M
1.52M $243M
650K
+ 13.65%
$42.5 - $46.71 $27.6M - $30.4M
5.41M $245M
555K
+ 10.75%
$51.52 - $52.37 $28.6M - $29M
5.71M $299M
785K
+ 35.18%
$50.44 - $58.1 $39.6M - $45.6M
3.02M $155M
View all

New Holdings

149 operations
Stock Shares change Price Range Shares Held Trade History
204K
New
$442.66 - $534.52 $90.5M - $109M
204K $109M
277K
New
$13.42 - $15.41 $3.71M - $4.26M
277K $4.03M
282K
New
N/A
282K $3.78M
68.5K
New
$51.66 - $57.94 $3.54M - $3.97M
68.5K $3.78M
12.8K
New
$181.66 - $216.87 $2.32M - $2.77M
12.8K $2.53M
35.4K
New
$63.38 - $72.02 $2.24M - $2.55M
35.4K $2.32M
View all

Top Sells

Reduced Positions

531 operations
Stock Shares change Price Range Shares Held Trade History
-33.1K
- 1.61%
$209.68 - $247.1 $6.94M - $8.17M
2.02M $448M
-22.8K
- 2.52%
$167.43 - $244.7 $3.81M - $5.57M
880K $147M
-802K
- 74.89%
$74.85 - $84.89 $60M - $68.1M
269K $22M
-387K
- 80.87%
$96.87 - $114.0 $37.5M - $44.2M
91.6K $9.04M
-94K
- 25.77%
$202.75 - $226.52 $19.1M - $21.3M
271K $57.3M
-532K
- 38.19%
$47.4 - $52.99 $25.2M - $28.2M
861K $43.8M
View all
Activity Summary
Buys All Purchases 685 New Holdings 149 Increased Positions 536 Sells All Sells 531 Reductions 531 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email