Institutional shares held 161,584
5.5K calls
0 puts
Total value of holdings $5.16M
$175K calls
$0 puts
# of Institutions 2

Quarterly Institutional Activity in EPV

Shares Bought
Shares Sold
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Latest Institutional Activity in EPV

Top Purchases

Q4 2024
Nelson, Van Denburg & Campbell Wealth Management Group, LLC Shares Held: 34 ($1.04K)
Q3 2024
Susquehanna International Group, LLP Shares Held: 52.4K ($1.6M)
Q3 2024
Verity Asset Management, Inc. Shares Held: 33.1K ($1.01M)
Q3 2024
Goldman Sachs Group Inc Shares Held: 12.4K ($379K)
Q3 2024
Bryn Mawr Trust CO Shares Held: 105 ($3.21K)

Top Sells

Q4 2024
Morgan Stanley Shares Held: 0 ($0)
Q3 2024
Hrt Financial LP Shares Held: 11.1K ($339K)
Q3 2024
Simplex Trading, LLC Shares Held: 1 ($30.6)
Q1 2024
Two Sigma Securities, LLC Shares Held: 10.8K ($329K)
Q1 2024
Altfest L J & CO Inc Shares Held: 13.4K ($409K)

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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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