Institutional shares held 46.1 Million
235K calls
42.5K puts
Total value of holdings $2B
$10.2M calls
$1.85M puts
# of Institutions 347


Latest Institutional Activity in EPI

Top Purchases

Q1 2025
Millburn Ridgefield Corp Shares Held: 489K ($21.3M)
Q1 2025
Whitaker Myers Wealth Managers, Ltd. Shares Held: 290K ($12.6M)
Q1 2025
Defined Financial Planning LLC Shares Held: 35.2K ($1.53M)
Q1 2025
Miracle Mile Advisors, LLC Shares Held: 946K ($41.1M)
Q1 2025
Insight Advisors, LLC Shares Held: 19.2K ($833K)

Top Sells

Q1 2025
Robertson Stephens Wealth Management, LLC Shares Held: 20.1K ($873K)
Q1 2025
Lifestyle Asset Management, Inc. Shares Held: 18.3K ($794K)
Q1 2025
Janney Montgomery Scott LLC Shares Held: 13.6K ($590K)
Q1 2025
Harbor Investment Advisory, LLC Shares Held: 7.86K ($342K)
Q1 2025
Insigneo Advisory Services, LLC Shares Held: 11.3K ($491K)

About EPI

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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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