Institutional shares held 3.26 Million
0 calls
0 puts
Total value of holdings $83.5M
$0 calls
$0 puts
# of Institutions 60


Latest Institutional Activity in YSEP

Top Purchases

Q4 2025
Park Avenue Securities LLC Shares Held: 16.7K ($427K)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 15.9K ($407K)
Q4 2025
Sterling Manor Financial, LLC Shares Held: 383K ($9.83M)
Q3 2025
Us Bancorp \De\ Shares Held: 183K ($4.7M)
Q3 2025
Raymond James Financial Inc Shares Held: 241K ($6.17M)

Top Sells

Q4 2025
North Crest Asset Manangement, LLC Shares Held: 77.5K ($1.99M)
Q4 2025
Noble Wealth Management Pbc Shares Held: 35.8K ($918K)
Q3 2025
Rockefeller Capital Management L.P. Shares Held: 12.8K ($327K)
Q3 2025
Avantra Family Wealth, Inc. Shares Held: 54.5K ($1.4M)
Q3 2025
Commonwealth Equity Services, LLC Shares Held: 189K ($4.84M)

About YSEP

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