Institutional shares held 9.53 Million
0 calls
0 puts
Total value of holdings $230M
$0 calls
$0 puts
# of Institutions 73


Latest Institutional Activity in EMHC

Top Purchases

Q1 2025
Hobart Private Capital, LLC Shares Held: 67.1K ($1.62M)
Q1 2025
Global Financial Private Client, LLC Shares Held: 7.98K ($193K)
Q1 2025
Advisor Net Financial, Inc Shares Held: 729 ($17.6K)
Q4 2024
Envestnet Portfolio Solutions, Inc. Shares Held: 334K ($8.04M)
Q4 2024
Cetera Investment Advisers Shares Held: 58.2K ($1.4M)

Top Sells

Q4 2024
Hibernia Wealth Partners, LLC Shares Held: 45.1K ($1.09M)
Q4 2024
Municipal Employees' Retirement System Of Michigan Shares Held: 6.46M ($156M)
Q4 2024
Axxcess Wealth Management, LLC Shares Held: 9.57K ($231K)
Q4 2024
Wells Fargo & Company Shares Held: 343 ($8.27K)
Q4 2024
Advisor Group Holdings, Inc. Shares Held: 341K ($8.23M)

About EMHC

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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