Institutional shares held 4.47 Million
0 calls
0 puts
Total value of holdings $214M
$0 calls
$0 puts
# of Institutions 131


Latest Institutional Activity in FSEP

Top Purchases

Q1 2025
Rockefeller Capital Management L.P. Shares Held: 45.5K ($2.18M)
Q1 2025
Assetmark, Inc Shares Held: 145K ($6.97M)
Q1 2025
Beck Capital Management, LLC Shares Held: 24K ($1.15M)
Q1 2025
Jpmorgan Chase & CO Shares Held: 18.2K ($871K)
Q1 2025
Commonwealth Equity Services, LLC Shares Held: 239K ($11.5M)

Top Sells

Q2 2025
Beacon Financial Group Shares Held: 24.6K ($1.18M)
Q2 2025
Schulz Wealth, Ltd. Shares Held: 106K ($5.1M)
Q2 2025
Fragasso Group Inc. Shares Held: 64K ($3.07M)
Q2 2025
Nbc Securities, Inc. Shares Held: 5.32K ($255K)
Q2 2025
Signal Advisors Wealth, LLC Shares Held: 27.2K ($1.3M)

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