Ep Wealth Advisors, LLC Purchases and Sells in Q2 2025

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

Top Buys

Incresed Positions

691 operations
Stock Shares change Price Range Shares Held Trade History
127K
+ 3.8%
$329.49 - $438.4 $41.7M - $55.5M
3.46M $1.52B
408K
+ 28.06%
$94.31 - $157.99 $38.5M - $64.4M
1.86M $294M
81.4K
+ 11.38%
$354.56 - $497.45 $28.9M - $40.5M
797K $396M
2.04M
+ 35.71%
$51.68 - $52.76 $105M - $108M
7.75M $409M
18.7K
+ 2.13%
$146.29 - $275.65 $2.74M - $5.16M
898K $248M
168K
+ 15.8%
$216.28 - $284.39 $36.3M - $47.7M
1.23M $350M
View all

New Holdings

204 operations
Stock Shares change Price Range Shares Held Trade History
464K
New
$49.79 - $50.75 $23.1M - $23.5M
464K $23.5M
94.7K
New
$130.53 - $223.77 $12.4M - $21.2M
94.7K $21.2M
249K
New
$56.88 - $70.77 $14.2M - $17.7M
249K $17.7M
688K
New
$20.23 - $21.04 $13.9M - $14.5M
688K $14.5M
654K
New
$21.28 - $21.98 $13.9M - $14.4M
654K $14.4M
201K
New
$38.18 - $45.52 $7.68M - $9.16M
201K $8.8M
View all

Top Sells

Reduced Positions

478 operations
Stock Shares change Price Range Shares Held Trade History
-759K
- 88.52%
N/A
98.5K $6.15M
-231K
- 89.21%
$67.47 - $99.6 $15.6M - $23M
27.9K $2.24M
-293K
- 81.99%
$63.78 - $78.91 $18.7M - $23.1M
64.3K $4.87M
-231K
- 87.52%
N/A
32.9K $2.83M
-2.3K
- 2.76%
$274.35 - $599.47 $630K - $1.38M
80.8K $25.2M
-148K
- 6.22%
$153.67 - $176.74 $22.8M - $26.2M
2.23M $395M
View all
Activity Summary
Buys All Purchases 895 New Holdings 204 Increased Positions 691 Sells All Sells 478 Reductions 478 Sold out 0 Options Calls 0 Puts 0
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