Institutional shares held 14.1 Million
0 calls
0 puts
Total value of holdings $451M
$0 calls
$0 puts
# of Institutions 42


Latest Institutional Activity in SEIV

Top Purchases

Q1 2025
Merit Financial Group, LLC Shares Held: 78K ($2.49M)
Q1 2025
Marks Group Wealth Management, Inc Shares Held: 42.6K ($1.36M)
Q1 2025
K2 Financial Inc. Shares Held: 100K ($3.19M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 79.3K ($2.53M)
Q1 2025
Stewardship Advisors, LLC Shares Held: 16.5K ($525K)

Top Sells

Q1 2025
Truist Financial Corp Shares Held: 251K ($8.01M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 269K ($8.59M)
Q1 2025
Whipplewood Advisors, LLC Shares Held: 610 ($19.5K)
Q1 2025
Compass Capital Corp /Ma/ /Adv Shares Held: 35.8K ($1.14M)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 45.6K ($1.45M)

About SEIV

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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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