Purchases and Sales Made in Q1 2023 in Erie Indemnity CO (ERIE)
This table provides information about the institutional ownership of Erie Indemnity CO (ERIE) during Q1 2023. The information is specifically focused on institutions that hold shares of ERIE INDEMNITY CO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
39+ 18.06% |
$8.72K - $9.94K
|
255
$103K
|
|
|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
29New |
$6.48K - $7.39K
|
29
$11.7K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
24+ 4.6% |
$5.36K - $6.12K
|
546
$220K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
24+ 184.62% |
$5.36K - $6.12K
|
37
$14.9K
|
|
|
May 09, 2023
Q1 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
23+ 8.95% |
$5.14K - $5.86K
|
280
$113K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
20+ 117.65% |
$4.47K - $5.1K
|
37
$14.9K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
16+ 100.0% |
$3.58K - $4.08K
|
32
$12.9K
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
15New |
$3.35K - $3.82K
|
15
$6.05K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
12+ 5.66% |
$2.68K - $3.06K
|
224
$90.3K
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
12+ 0.77% |
$2.68K - $3.06K
|
1.58K
$637K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
12+ 0.72% |
$2.68K - $3.06K
|
1.68K
$679K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
9+ 1.19% |
$2.01K - $2.29K
|
768
$310K
|
|
|
May 12, 2023
Q1 2023
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
9+ 0.13% |
$2.01K - $2.29K
|
6.82K
$2.75M
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
8+ 3.35% |
$1.79K - $2.04K
|
247
$99.6K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7+ 0.31% |
$1.56K - $1.78K
|
2.29K
$925K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
6New |
$1.34K - $1.53K
|
6
$2.42K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
6+ 150.0% |
$1.34K - $1.53K
|
10
$4.03K
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
6+ 0.25% |
$1.34K - $1.53K
|
2.39K
$964K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6+ 0.59% |
$1.34K - $1.53K
|
1.02K
$412K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
4+ 66.67% |
$894 - $1.02K
|
10
$4.03K
|
|
|
Nov 27, 2023
Q1 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
3New |
$671 - $764
|
3
$1.21K
|
|
|
Apr 21, 2023
Q1 2023
|
Econ Financial Services Corp
|
BUY
|
- |
3+ 0.09% |
$671 - $764
|
3.49K
$1.41M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
3New |
$671 - $764
|
3
$1.21K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2New |
$447 - $510
|
2
$807
|
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
2+ 0.16% |
$447 - $510
|
1.26K
$508K
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1+ 0.15% |
$224 - $255
|
665
$268K
|
|
|
May 15, 2023
Q1 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
1+ 0.05% |
$224 - $255
|
2.22K
$896K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1New |
$224 - $255
|
1
$403
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 22.22% |
$447 - $510
|
7
$2.82K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-2- 2.17% |
$447 - $510
|
90
$36.3K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-2- 2.27% |
$447 - $510
|
86
$34.7K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2- 2.94% |
$447 - $510
|
66
$26.6K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-3- 10.0% |
$671 - $764
|
27
$10.9K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3Closed |
$671 - $764
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-4- 8.16% |
$894 - $1.02K
|
45
$18.1K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5- 41.67% |
$1.12K - $1.27K
|
7
$2.82K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5- 9.8% |
$1.12K - $1.27K
|
46
$18.6K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-6- 66.67% |
$1.34K - $1.53K
|
3
$1.21K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-7- 53.85% |
$1.56K - $1.78K
|
6
$2.42K
|
|
|
Dec 18, 2023
Q1 2023
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-7- 2.44% |
$1.56K - $1.78K
|
280
$113K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-9- 0.9% |
$2.01K - $2.29K
|
995
$401K
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-10- 2.85% |
$2.24K - $2.55K
|
341
$138K
|
|
|
Jun 09, 2023
Q1 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-10- 0.45% |
$2.24K - $2.55K
|
2.19K
$883K
|
|
|
May 11, 2023
Q1 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-12- 0.24% |
$2.68K - $3.06K
|
5.02K
$2.02M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-15- 38.46% |
$3.35K - $3.82K
|
24
$9.68K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-17- 6.83% |
$3.8K - $4.33K
|
232
$93.6K
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-22- 0.17% |
$4.92K - $5.61K
|
13.2K
$5.31M
|
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-23- 0.37% |
$5.14K - $5.86K
|
6.26K
$2.53M
|
|
|
Apr 25, 2023
Q1 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-30- 0.25% |
$6.71K - $7.64K
|
12.1K
$4.89M
|