Institutional Ownership Erie Indemnity CO (ERIE)
This table provides information about the institutional ownership of Erie Indemnity CO (ERIE). We have compiled data on the 388 institutions that hold shares in the stock, with a total of 17.3 Million shares, which have been reported (via 13F filing form) to have a value of $6.72 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
9
shares
|
$3,503
0.0% of portfolio
|
Q4 2024
Reduced 10.0%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
8
shares
|
$3,113
0.0% of portfolio
|
Q2 2024
Added 14.29%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
8
shares
|
$3,113
0.0% of portfolio
|
Q2 2024
Reduced 11.11%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
8
shares
|
$3,113
0.0% of portfolio
|
Q3 2024
Added 14.29%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
7
shares
|
$2,724
0.0% of portfolio
|
Q3 2024
Added 16.67%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
6
shares
|
$2,335
0.0% of portfolio
|
Q3 2024
Added 20.0%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
5
shares
|
$1,946
0.0% of portfolio
|
Q2 2024
Reduced 28.57%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
4
shares
|
$1,556
0.0% of portfolio
|
Q2 2024
Reduced 69.23%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
3
shares
|
$1,167
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
3
shares
|
$1,167
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
3
shares
|
$1,167
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
3
shares
|
$1,167
0.0% of portfolio
|
Q3 2024
Reduced 66.67%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
3
shares
|
$1,167
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
2
shares
|
$778
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
2
shares
|
$778
0.0% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
2
shares
|
$778
0.0% of portfolio
|
Q2 2022
Reduced 71.43%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
2
shares
|
$778
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
1
shares
|
$389
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
1
shares
|
$389
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
1
shares
|
$389
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 13, 2024 Q3 2024 |
1
shares
|
$389
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Quest Partners LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
1
shares
|
$389
0.0% of portfolio
|
Q3 2024
Reduced 98.86%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|