Institutional shares held 102 Million
0 calls
0 puts
Total value of holdings $3.22B
$0 calls
$0 puts
# of Institutions 293


Latest Institutional Activity in GSIE

Top Purchases

Q1 2025
Hixon Zuercher, LLC Shares Held: 549K ($17.3M)
Q1 2025
D.A. Davidson & Co. Shares Held: 82.9K ($2.61M)
Q1 2025
Financial Management Professionals, Inc. Shares Held: 1.28M ($40.5M)
Q1 2025
Crossmark Global Holdings, Inc. Shares Held: 30.6K ($964K)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 221K ($6.98M)

Top Sells

Q1 2025
Envestnet Asset Management Inc Shares Held: 3.21M ($101M)
Q1 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 461K ($14.5M)
Q1 2025
Archford Capital Strategies, LLC Shares Held: 6.2K ($195K)
Q1 2025
1900 Wealth Management LLC Shares Held: 286K ($9.01M)
Q1 2025
High Probability Advisors, LLC Shares Held: 1M ($31.5M)

About GSIE

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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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