Institutional shares held 5.82 Million
0 calls
0 puts
Total value of holdings $290M
$0 calls
$0 puts
# of Institutions 81


Latest Institutional Activity in EQAL

Top Purchases

Q3 2024
Total Clarity Wealth Management, Inc. Shares Held: 22.7K ($1.13M)
Q3 2024
Orion Portfolio Solutions, LLC Shares Held: 9.8K ($489K)
Q3 2024
San Luis Wealth Advisors LLC Shares Held: 133K ($6.65M)
Q3 2024
Wealth Enhancement Advisory Services, LLC Shares Held: 7.93K ($396K)
Q3 2024
Bank Of America Corp Shares Held: 604K ($30.2M)

Top Sells

Q3 2024
Stifel Financial Corp Shares Held: 3.63M ($181M)
Q3 2024
Wintrust Investments LLC Shares Held: 5.65K ($282K)
Q3 2024
Royal Bank Of Canada Shares Held: 11.8K ($588K)
Q3 2024
Confluence Wealth Services, Inc. Shares Held: 4.95K ($247K)
Q3 2024
Lpl Financial LLC Shares Held: 215K ($10.7M)

About EQAL

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