Institutional shares held 6.11 Million
0 calls
0 puts
Total value of holdings $270M
$0 calls
$0 puts
# of Institutions 90


Latest Institutional Activity in EQAL

Top Purchases

Q1 2025
Breakwater Capital Group Shares Held: 11.7K ($519K)
Q1 2025
Janney Montgomery Scott LLC Shares Held: 18.9K ($836K)
Q1 2025
Mission Wealth Management, LP Shares Held: 9.58K ($424K)
Q1 2025
Capital Advisors, Ltd. LLC Shares Held: 43.4K ($1.92M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 9.5K ($421K)

Top Sells

Q1 2025
Miracle Mile Advisors, LLC Shares Held: 4.72K ($209K)
Q1 2025
San Luis Wealth Advisors LLC Shares Held: 96.5K ($4.27M)
Q4 2024
Strategic Financial Concepts, LLC Shares Held: 17.9K ($792K)
Q4 2024
Stifel Financial Corp Shares Held: 3.61M ($160M)
Q4 2024
Morgan Stanley Shares Held: 131K ($5.78M)

About EQAL

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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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