Latest Institutional Transactions on Erie Indemnity CO (ERIE)
This table provides information on the latest institutional transactions involving Erie Indemnity CO (ERIE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 01, 2024
Q4 2023
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
1.13KNew |
$309K - $378K
|
1.13K
$389K
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
55+ 22.73% |
$15K - $18.4K
|
297
$102K
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.41% |
$820 - $1K
|
734
$253K
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
2New |
$547 - $670
|
2
$689
|
|
Q3 2023 | |||||||
Aug 22, 2024
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
2.23KNew |
$448K - $668K
|
2.23K
$768K
|
|
Nov 14, 2023
Q3 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
PUT |
50KNew |
$10.1M - $15M
|
50K
$17.2M
|
|
Nov 14, 2023
Q3 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
15.1K+ 292.33% |
$3.04M - $4.53M
|
20.3K
$6.99M
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-715- 23.26% |
$144K - $214K
|
2.36K
$813K
|
|
Nov 14, 2023
Q3 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
PUT |
7.9KNew |
$1.59M - $2.37M
|
7.9K
$2.72M
|
|
Nov 14, 2023
Q3 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-229- 1.94% |
$46.1K - $68.6K
|
11.6K
$3.99M
|
|
Nov 14, 2023
Q3 2023
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-2.78K- 27.45% |
$560K - $834K
|
7.36K
$2.53M
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
770New |
$155K - $231K
|
770
$265K
|
|
Nov 14, 2023
Q3 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
- |
-2.4K- 95.73% |
$482K - $719K
|
107
$36.9K
|
|
Nov 14, 2023
Q3 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
7.03KNew |
$1.41M - $2.11M
|
7.03K
$2.42M
|
|
Nov 13, 2023
Q3 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-581- 56.03% |
$117K - $174K
|
456
$157K
|
|
Nov 08, 2023
Q3 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
900New |
$181K - $270K
|
900
$310K
|
|
Nov 07, 2023
Q3 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-18- 0.04% |
$3.62K - $5.39K
|
45.8K
$15.8M
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-5- 55.56% |
$1.01K - $1.5K
|
4
$1.38K
|
|
Nov 02, 2023
Q3 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-20- 0.38% |
$4.02K - $5.99K
|
5.27K
$1.82M
|
|
Nov 02, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-138- 9.6% |
$27.8K - $41.4K
|
1.3K
$447K
|
|
Oct 31, 2023
Q3 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-582- 19.91% |
$117K - $174K
|
2.34K
$806K
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
4.02KNew |
$807K - $1.2M
|
4.02K
$1.38M
|
|
Oct 24, 2023
Q3 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-99- 7.91% |
$19.9K - $29.7K
|
1.15K
$397K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
90New |
$18.1K - $27K
|
90
$31K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
22New |
$4.42K - $6.59K
|
22
$7.58K
|
|
Oct 10, 2023
Q3 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
746New |
$150K - $224K
|
746
$257K
|
|
Q2 2023 | |||||||
May 07, 2025
Q2 2023
|
Symmetry Investments LP
|
BUY
|
- |
3.92KNew |
$808K - $941K
|
3.92K
$1.35M
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
7.36KNew |
$1.52M - $1.77M
|
7.36K
$2.53M
|
|
Aug 14, 2023
Q2 2023
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
1.79KNew |
$370K - $431K
|
1.79K
$618K
|
|
Aug 14, 2023
Q2 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
1.15KNew |
$237K - $276K
|
1.15K
$396K
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
8.02K+ 45.33% |
$1.65M - $1.93M
|
25.7K
$8.85M
|
|
Aug 14, 2023
Q2 2023
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
1.61K+ 116.14% |
$331K - $385K
|
2.99K
$1.03M
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
21.1KNew |
$4.36M - $5.07M
|
21.1K
$7.27M
|
|
Aug 14, 2023
Q2 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
2.99KNew |
$617K - $718K
|
2.99K
$1.03M
|
|
Aug 14, 2023
Q2 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
1.22KNew |
$252K - $293K
|
1.22K
$420K
|
|
Aug 14, 2023
Q2 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
2.24KNew |
$461K - $537K
|
2.24K
$771K
|
|
Aug 14, 2023
Q2 2023
|
Caxton Associates LP
New York, NY |
BUY
|
- |
4.69KNew |
$968K - $1.13M
|
4.69K
$1.62M
|
|
Aug 11, 2023
Q2 2023
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
1.19KNew |
$245K - $286K
|
1.19K
$410K
|
|
Aug 11, 2023
Q2 2023
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
4.45KNew |
$917K - $1.07M
|
4.45K
$1.53M
|
|
Aug 11, 2023
Q2 2023
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-114- 3.51% |
$23.5K - $27.4K
|
3.14K
$1.08M
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
793+ 8.91% |
$164K - $190K
|
9.69K
$3.34M
|
|
Aug 10, 2023
Q2 2023
|
Aviva PLC
|
BUY
|
- |
157+ 2.51% |
$32.4K - $37.7K
|
6.4K
$2.2M
|
|
Aug 07, 2023
Q2 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
324+ 6.09% |
$66.8K - $77.8K
|
5.64K
$1.94M
|
|
Jul 20, 2023
Q2 2023
|
Cannon Global Investment Management, LLC
|
BUY
|
- |
8KNew |
$1.65M - $1.92M
|
8K
$2.76M
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 28.57% |
$413 - $480
|
5
$1.72K
|
|
Q1 2023 | |||||||
Dec 19, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
722+ 5.44% |
$161K - $184K
|
14K
$4.82M
|
|
Aug 02, 2023
Q1 2023
|
Strs Ohio
|
BUY
|
- |
6.98KNew |
$1.56M - $1.78M
|
6.98K
$2.4M
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-9- 0.9% |
$2.01K - $2.29K
|
995
$343K
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-5.55K- 85.39% |
$1.24M - $1.41M
|
949
$327K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5- 9.8% |
$1.12K - $1.27K
|
46
$15.8K
|