Institutional shares held 10.8 Million
7.4K calls
700 puts
Total value of holdings $252M
$173K calls
$16K puts
# of Institutions 89


Latest Institutional Activity in EWM

Top Purchases

Q1 2025
Catalyst Capital Advisors LLC Shares Held: 240K ($5.63M)
Q1 2025
Millburn Ridgefield Corp Shares Held: 240K ($5.63M)
Q1 2025
Fluent Financial, LLC Shares Held: 18.6K ($437K)
Q1 2025
Whitcomb & Hess, Inc. Shares Held: 330K ($7.73M)
Q1 2025
Sg Americas Securities, LLC Shares Held: 21.6K ($506K)

Top Sells

Q1 2025
Vista Finance, LLC Shares Held: 144K ($3.37M)
Q1 2025
Ronald Blue Trust, Inc. Shares Held: 9.61K ($225K)
Q1 2025
Oppenheimer & CO Inc Shares Held: 99.4K ($2.33M)
Q4 2024
Uss Investment Management LTD Shares Held: 1.7M ($39.9M)
Q4 2024
Wells Fargo & Company Shares Held: 2.94K ($68.9K)

About EWM

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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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