Institutional shares held 14 Million
0 calls
0 puts
Total value of holdings $806M
$0 calls
$0 puts
# of Institutions 149


Latest Institutional Activity in EPS

Top Purchases

Q1 2025
Envestnet Asset Management Inc Shares Held: 62.2K ($3.59M)
Q1 2025
Concurrent Investment Advisors, LLC Shares Held: 44.8K ($2.58M)
Q1 2025
Beacon Financial Advisory LLC Shares Held: 23.7K ($1.37M)
Q1 2025
Nbc Securities, Inc. Shares Held: 7.41K ($427K)
Q1 2025
Org Partners LLC Shares Held: 11.1K ($638K)

Top Sells

Q1 2025
Insight Advisors, LLC Shares Held: 7.16K ($413K)
Q1 2025
Team Financial Group, LLC Shares Held: 426K ($24.6M)
Q1 2025
Patriot Financial Group Insurance Agency, LLC Shares Held: 18.9K ($1.09M)
Q1 2025
Rockland Trust CO Shares Held: 38.4K ($2.21M)
Q1 2025
Beacon Financial Group Shares Held: 46K ($2.65M)

About EPS

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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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