Institutional shares held 901,477
0 calls
0 puts
Total value of holdings $101M
$0 calls
$0 puts
# of Institutions 115


Latest Institutional Activity in SHE

Top Purchases

Q1 2025
Albion Financial Group Shares Held: 35.3K ($3.96M)
Q1 2025
Sowell Financial Services LLC Shares Held: 2.59K ($291K)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 5.3K ($595K)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 6.89K ($774K)
Q1 2025
Envestnet Asset Management Inc Shares Held: 4.64K ($521K)

Top Sells

Q1 2025
Gradient Investments LLC Shares Held: 7.84K ($879K)
Q1 2025
Johnson Investment Counsel Inc Shares Held: 3.1K ($348K)
Q1 2025
Laurel Wealth Planning LLC Shares Held: 5.25K ($589K)
Q1 2025
Golden State Wealth Management, LLC Shares Held: 175 ($19.6K)
Q1 2025
Traphagen Investment Advisors LLC Shares Held: 2.3K ($258K)

About SHE

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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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