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 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
3.78KNew |
$1.52M - $2.05M
|
3.78K
$1.3M
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
12+ 1200.0% |
$4.82K - $6.51K
|
13
$4.48K
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
18.2KNew |
$7.3M - $9.87M
|
18.2K
$6.26M
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2- 0.38% |
$803 - $1.09K
|
519
$179K
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1New |
$402 - $543
|
1
$344
|
|
Feb 06, 2025
Q4 2024
|
Candriam S.C.A.
|
BUY
|
- |
1.49KNew |
$598K - $808K
|
1.49K
$513K
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.34KNew |
$540K - $730K
|
1.34K
$463K
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1- 0.11% |
$402 - $543
|
878
$302K
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
14.8KNew |
$5.96M - $8.06M
|
14.8K
$5.11M
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1New |
$402 - $543
|
1
$344
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-63- 2.86% |
$25.3K - $34.2K
|
2.14K
$736K
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
99+ 6.74% |
$39.8K - $53.7K
|
1.57K
$540K
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-24- 1.38% |
$9.64K - $13K
|
1.71K
$590K
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-1- -0.0% |
$402 - $543
|
60.7K
$20.9M
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
128+ 1163.64% |
$51.4K - $69.5K
|
139
$47.9K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4- 1.53% |
$1.61K - $2.17K
|
258
$88.9K
|
|
Jan 31, 2025
Q4 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
1.7K+ 60.71% |
$683K - $923K
|
4.5K
$1.55M
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-2- 8.7% |
$803 - $1.09K
|
21
$7.23K
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-50- 0.62% |
$20.1K - $27.1K
|
8.08K
$2.78M
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
101+ 23.54% |
$40.6K - $54.8K
|
530
$183K
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 7.14% |
$40.2K - $54.3K
|
1.3K
$448K
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
10+ 100.0% |
$4.02K - $5.43K
|
20
$6.89K
|
|
Jan 27, 2025
Q4 2024
|
Win Advisors, Inc
|
BUY
|
- |
2.68KNew |
$1.08M - $1.46M
|
2.68K
$924K
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
205+ 29.29% |
$82.3K - $111K
|
905
$312K
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
31+ 4.74% |
$12.5K - $16.8K
|
685
$236K
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
17KNew |
$6.82M - $9.22M
|
17K
$5.85M
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1New |
$402 - $543
|
1
$344
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
200+ 4.08% |
$80.3K - $109K
|
5.1K
$1.76M
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 12.5% |
$402 - $543
|
7
$2.41K
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-4- 50.0% |
$1.61K - $2.17K
|
4
$1.38K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1New |
$402 - $543
|
1
$344
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
8+ 266.67% |
$3.21K - $4.34K
|
11
$3.79K
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
7New |
$2.81K - $3.8K
|
7
$2.41K
|
|
Q3 2024 | |||||||
May 15, 2025
Q3 2024
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
1.07K+ 307.45% |
$383K - $585K
|
1.42K
$490K
|
|
Nov 14, 2024
Q3 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
1.51K+ 21.63% |
$540K - $825K
|
8.51K
$2.93M
|
|
Nov 14, 2024
Q3 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.91KNew |
$2.11M - $3.22M
|
5.91K
$2.03M
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
417New |
$149K - $227K
|
417
$144K
|
|
Nov 14, 2024
Q3 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.2KNew |
$428K - $654K
|
1.2K
$413K
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
412New |
$147K - $224K
|
412
$142K
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
959New |
$342K - $523K
|
959
$330K
|
|
Nov 14, 2024
Q3 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
972New |
$347K - $530K
|
972
$335K
|
|
Nov 14, 2024
Q3 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
568New |
$203K - $309K
|
568
$196K
|
|
Nov 14, 2024
Q3 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
667+ 45.25% |
$238K - $363K
|
2.14K
$738K
|
|
Nov 14, 2024
Q3 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
5.79KNew |
$2.07M - $3.16M
|
5.79K
$2M
|
|
Nov 14, 2024
Q3 2024
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-160- 3.54% |
$57K - $87.2K
|
4.36K
$1.5M
|
|
Nov 14, 2024
Q3 2024
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
390New |
$139K - $212K
|
390
$134K
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
SELL
|
- |
-27.9K- 63.09% |
$9.93M - $15.2M
|
16.3K
$5.62M
|
|
Nov 13, 2024
Q3 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
500New |
$178K - $272K
|
500
$172K
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-5.05K- 95.23% |
$1.8M - $2.75M
|
253
$87.2K
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
494New |
$176K - $269K
|
494
$170K
|