Institutional shares held 5.11 Million
0 calls
0 puts
Total value of holdings $222M
$0 calls
$0 puts
# of Institutions 134


Latest Institutional Activity in FSEP

Top Purchases

Q1 2025
Farther Finance Advisors, LLC Shares Held: 9.29K ($403K)
Q1 2025
Merit Financial Group, LLC Shares Held: 93.4K ($4.05M)
Q1 2025
Sowell Financial Services LLC Shares Held: 8.33K ($361K)
Q1 2025
Nbc Securities, Inc. Shares Held: 6.1K ($265K)
Q1 2025
Mc Kinley Carter Wealth Services, Inc. Shares Held: 25.3K ($1.1M)

Top Sells

Q1 2025
Mc Carthy & Cox Shares Held: 17.7K ($766K)
Q1 2025
Janney Montgomery Scott LLC Shares Held: 30.9K ($1.34M)
Q1 2025
Beacon Financial Group Shares Held: 27.4K ($1.19M)
Q1 2025
Signal Advisors Wealth, LLC Shares Held: 27.5K ($1.19M)
Q1 2025
Fragasso Group Inc. Shares Held: 65.4K ($2.84M)

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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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