Institutional shares held 98.1 Million
0 calls
0 puts
Total value of holdings $11.5B
$0 calls
$0 puts
# of Institutions 867


Latest Institutional Activity in ESGU

Top Purchases

Q1 2025
Mission Wealth Management, LP Shares Held: 187K ($22M)
Q1 2025
Umb Bank, N.A. Shares Held: 29.8K ($3.49M)
Q1 2025
Relyea Zuckerberg Hanson LLC Shares Held: 81.9K ($9.6M)
Q1 2025
Parallel Advisors, LLC Shares Held: 57.5K ($6.73M)
Q1 2025
Fiduciary Financial Group, LLC Shares Held: 4.59K ($538K)

Top Sells

Q1 2025
Park Avenue Securities LLC Shares Held: 167K ($19.5M)
Q1 2025
Gamma Investing LLC Shares Held: 604 ($70.7K)
Q1 2025
Dohj, LLC Shares Held: 157K ($18.4M)
Q1 2025
Dynamic Advisor Solutions LLC Shares Held: 31.9K ($3.73M)
Q1 2025
Apella Capital, LLC Shares Held: 101K ($11.8M)

About ESGU

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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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