Institutional shares held 4.01 Million
0 calls
0 puts
Total value of holdings $418M
$0 calls
$0 puts
# of Institutions 110


Latest Institutional Activity in EQWL

Top Purchases

Q4 2024
Sanders Morris Harris LLC Shares Held: 60K ($6.27M)
Q4 2024
Merit Financial Group, LLC Shares Held: 46.9K ($4.9M)
Q4 2024
Arkadios Wealth Advisors Shares Held: 2.78K ($290K)
Q4 2024
Diversified Trust CO Shares Held: 2.17K ($226K)
Q4 2024
Park Avenue Securities LLC Shares Held: 14.3K ($1.49M)

Top Sells

Q4 2024
Chb Investment Group, LLC Shares Held: 23.3K ($2.44M)
Q4 2024
Brookstone Capital Management Shares Held: 2.4K ($250K)
Q4 2024
Wealth Enhancement Advisory Services, LLC Shares Held: 102K ($10.7M)
Q3 2024
Fiduciary Planning LLC Shares Held: 192K ($20M)
Q3 2024
Thrivent Financial For Lutherans Shares Held: 155K ($16.2M)

About EQWL

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