Institutional shares held 3.54 Million
0 calls
0 puts
Total value of holdings $147M
$0 calls
$0 puts
# of Institutions 114


Latest Institutional Activity in BSEP

Top Purchases

Q1 2025
Fragasso Group Inc. Shares Held: 21.5K ($895K)
Q4 2024
Brookstone Capital Management Shares Held: 488K ($20.3M)
Q4 2024
Raymond James Financial Inc Shares Held: 75.9K ($3.16M)
Q4 2024
Concurrent Investment Advisors, LLC Shares Held: 52.1K ($2.17M)
Q4 2024
Penserra Capital Management LLC Shares Held: 354K ($14.8M)

Top Sells

Q1 2025
Richard P Slaughter Associates Inc Shares Held: 78.1K ($3.25M)
Q1 2025
Diligent Investors, LLC Shares Held: 57.9K ($2.41M)
Q1 2025
Lantz Financial LLC Shares Held: 62.1K ($2.59M)
Q1 2025
Pinnacle Wealth Management Group, Inc. Shares Held: 14.8K ($617K)
Q1 2025
Secure Asset Management, LLC Shares Held: 10.9K ($453K)

About BSEP

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