Institutional shares held 1.64 Million
0 calls
0 puts
Total value of holdings $28.9M
$0 calls
$0 puts
# of Institutions 40


Latest Institutional Activity in EPRF

Top Purchases

Q1 2025
Whipplewood Advisors, LLC Shares Held: 97.1K ($1.71M)
Q1 2025
L.M. Kohn & Company Shares Held: 18.2K ($322K)
Q1 2025
Form Wealth Advisors, LLC Shares Held: 12.8K ($225K)
Q1 2025
Robertson Stephens Wealth Management, LLC Shares Held: 12.3K ($217K)
Q1 2025
Websterrogers Financial Advisors, LLC Shares Held: 92.8K ($1.64M)

Top Sells

Q1 2025
Jaffetilchin Investment Partners, LLC Shares Held: 23.7K ($419K)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 26.9K ($475K)
Q1 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 12.5K ($221K)
Q4 2024
Cetera Investment Advisers Shares Held: 46K ($812K)
Q4 2024
White Pine Capital LLC Shares Held: 13.9K ($245K)

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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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