Institutional shares held 2.27 Million
0 calls
0 puts
Total value of holdings $59.5M
$0 calls
$0 puts
# of Institutions 41


Latest Institutional Activity in EPHE

Top Purchases

Q1 2025
Vista Finance, LLC Shares Held: 122K ($3.21M)
Q4 2024
Old Mission Capital LLC Shares Held: 223K ($5.89M)
Q4 2024
Carrera Capital Advisors Shares Held: 79.2K ($2.09M)
Q4 2024
Natixis Shares Held: 42.4K ($1.12M)
Q4 2024
Sbi Securities Co., Ltd. Shares Held: 27.1K ($715K)

Top Sells

Q1 2025
Golden State Wealth Management, LLC Shares Held: 106 ($2.8K)
Q1 2025
Hexagon Capital Partners LLC Shares Held: 25 ($660)
Q4 2024
Morgan Stanley Shares Held: 8.2K ($216K)
Q4 2024
Sun Life Financial Inc Shares Held: 191K ($5.05M)
Q4 2024
Goldman Sachs Group Inc Shares Held: 65.9K ($1.74M)

About EPHE

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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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