Institutional shares held 31.4 Million
2.5K calls
4.1K puts
Total value of holdings $1.42B
$113K calls
$186K puts
# of Institutions 202


Latest Institutional Activity in EPP

Top Purchases

Q1 2025
Money Design Co.,Ltd. Shares Held: 391K ($17.7M)
Q1 2025
Checchi Capital Advisers, LLC Shares Held: 80.2K ($3.64M)
Q1 2025
Curat Global, LLC Shares Held: 9.37K ($425K)
Q1 2025
Farther Finance Advisors, LLC Shares Held: 4.62K ($210K)
Q1 2025
Nbc Securities, Inc. Shares Held: 3.2K ($145K)

Top Sells

Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 36.6K ($1.66M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 72.3K ($3.28M)
Q1 2025
Asset Management One Co., Ltd. Shares Held: 1.48M ($67.3M)
Q1 2025
Compagnie Lombard Odier S Cm A Shares Held: 6.15K ($279K)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 5.95K ($270K)

About EPP

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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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