Institutional shares held 5.14 Million
0 calls
0 puts
Total value of holdings $749M
$0 calls
$0 puts
# of Institutions 109


Latest Institutional Activity in EXI

Top Purchases

Q1 2025
Nbc Securities, Inc. Shares Held: 169 ($24.6K)
Q4 2024
Assetmark, Inc Shares Held: 245K ($35.7M)
Q4 2024
Fisher Asset Management, LLC Shares Held: 1.79M ($261M)
Q4 2024
National Bank Of Canada Shares Held: 33.9K ($4.93M)
Q4 2024
Advisor Group Holdings, Inc. Shares Held: 33.2K ($4.84M)

Top Sells

Q1 2025
Ehrlich Financial Group Shares Held: 2.93K ($426K)
Q4 2024
Bank Of America Corp Shares Held: 1.17M ($170M)
Q4 2024
Richard Bernstein Advisors LLC Shares Held: 649K ($94.6M)
Q4 2024
Cresset Asset Management, LLC Shares Held: 8.44K ($1.23M)
Q4 2024
Clearstead Advisors, LLC Shares Held: 200 ($29.1K)

About EXI

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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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