Purchases and Sales Made in Q4 2023 in Erie Indemnity CO (ERIE)
This table provides information about the institutional ownership of Erie Indemnity CO (ERIE) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
49+ 0.16% |
$13.4K - $16.4K
|
30.9K
$12.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
47+ 6.13% |
$12.8K - $15.7K
|
814
$328K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
45+ 6.55% |
$12.3K - $15.1K
|
732
$295K
|
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
34+ 3.41% |
$9.29K - $11.4K
|
1.03K
$415K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
32New |
$8.74K - $10.7K
|
32
$12.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
30+ 10.0% |
$8.2K - $10K
|
330
$133K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
23+ 7.9% |
$6.28K - $7.7K
|
314
$127K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
22+ 35.48% |
$6.01K - $7.37K
|
84
$33.9K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
20+ 9.3% |
$5.47K - $6.7K
|
235
$94.8K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
19New |
$5.19K - $6.36K
|
19
$7.66K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
19+ 1.04% |
$5.19K - $6.36K
|
1.85K
$745K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
17+ 0.31% |
$4.65K - $5.69K
|
5.55K
$2.24M
|
|
|
Jan 22, 2024
Q4 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
16+ 1.2% |
$4.37K - $5.36K
|
1.35K
$544K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
15+ 62.5% |
$4.1K - $5.02K
|
39
$15.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
14+ 466.67% |
$3.83K - $4.69K
|
17
$6.86K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
11+ 0.63% |
$3.01K - $3.68K
|
1.75K
$707K
|
|
|
Feb 09, 2024
Q4 2023
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
11+ 0.44% |
$3.01K - $3.68K
|
2.54K
$1.02M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
10+ 0.25% |
$2.73K - $3.35K
|
4K
$1.61M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
10New |
$2.73K - $3.35K
|
10
$4.03K
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
10+ 0.33% |
$2.73K - $3.35K
|
3.01K
$1.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9+ 0.16% |
$2.46K - $3.01K
|
5.56K
$2.24M
|
|
|
Feb 07, 2024
Q4 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
9+ 3.14% |
$2.46K - $3.01K
|
296
$119K
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
8+ 1.03% |
$2.19K - $2.68K
|
781
$315K
|
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
7+ 0.01% |
$1.91K - $2.34K
|
70.3K
$28.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
7New |
$1.91K - $2.34K
|
7
$2.82K
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
3+ 300.0% |
$820 - $1K
|
4
$1.61K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3+ 0.38% |
$820 - $1K
|
803
$324K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.41% |
$820 - $1K
|
734
$296K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
2+ 40.0% |
$547 - $670
|
7
$2.82K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
2+ 40.0% |
$547 - $670
|
7
$2.82K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
2New |
$547 - $670
|
2
$807
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
2New |
$547 - $670
|
2
$807
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1New |
$273 - $335
|
1
$403
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1+ 0.03% |
$273 - $335
|
3.9K
$1.57M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1+ 0.06% |
$273 - $335
|
1.72K
$692K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1- 12.5% |
$273 - $335
|
7
$2.82K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1- 16.67% |
$273 - $335
|
5
$2.02K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-2- 6.67% |
$547 - $670
|
28
$11.3K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-4- 11.76% |
$1.09K - $1.34K
|
30
$12.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-4- 11.76% |
$1.09K - $1.34K
|
30
$12.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-4- 0.18% |
$1.09K - $1.34K
|
2.17K
$875K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-5- 21.74% |
$1.37K - $1.67K
|
18
$7.26K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-7- 0.68% |
$1.91K - $2.34K
|
1.03K
$415K
|
|
|
Feb 13, 2024
Q4 2023
|
Ossiam
Paris, I0 |
SELL
|
- |
-11- 2.49% |
$3.01K - $3.68K
|
430
$173K
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-11- 0.3% |
$3.01K - $3.68K
|
3.69K
$1.49M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-12- 1.66% |
$3.28K - $4.02K
|
710
$286K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-13- 6.05% |
$3.55K - $4.35K
|
202
$81.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-14- 0.22% |
$3.83K - $4.69K
|
6.23K
$2.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-19- 2.19% |
$5.19K - $6.36K
|
849
$342K
|