Institutional shares held 2.93 Million
0 calls
0 puts
Total value of holdings $68M
$0 calls
$0 puts
# of Institutions 51


Latest Institutional Activity in YSEP

Top Purchases

Q1 2025
Luken Investment Analytics, LLC Shares Held: 336K ($7.85M)
Q1 2025
Sterling Manor Financial, LLC Shares Held: 273K ($6.36M)
Q1 2025
Soa Wealth Advisors, Llc. Shares Held: 193K ($4.5M)
Q1 2025
Whipplewood Advisors, LLC Shares Held: 26.7K ($624K)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 75.7K ($1.77M)

Top Sells

Q1 2025
Silver Oak Securities, Inc Shares Held: 58.6K ($1.37M)
Q1 2025
Brookstone Capital Management Shares Held: 104K ($2.42M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 40K ($934K)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 10.2K ($238K)
Q1 2025
Chris Bulman Inc Shares Held: 94.1K ($2.2M)

About YSEP

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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×
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