Institutional shares held 3.58 Million
0 calls
0 puts
Total value of holdings $147M
$0 calls
$0 puts
# of Institutions 111


Latest Institutional Activity in FEP

Top Purchases

Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 217K ($8.9M)
Q1 2025
Farther Finance Advisors, LLC Shares Held: 39.6K ($1.63M)
Q1 2025
Walker Asset Management, LLC Shares Held: 5.1K ($209K)
Q1 2025
Mainsail Financial Group, LLC Shares Held: 42.9K ($1.76M)
Q1 2025
Park Avenue Securities LLC Shares Held: 18.9K ($774K)

Top Sells

Q1 2025
Gamma Investing LLC Shares Held: 274 ($11.2K)
Q1 2025
Iams Wealth Management, LLC Shares Held: 15.5K ($637K)
Q4 2024
Wells Fargo & Company Shares Held: 160K ($6.57M)
Q4 2024
Morgan Stanley Shares Held: 525K ($21.5M)
Q4 2024
Advisor Group Holdings, Inc. Shares Held: 29.5K ($1.21M)

About FEP

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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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