Institutional shares held 4.27 Million
0 calls
0 puts
Total value of holdings $206M
$0 calls
$0 puts
# of Institutions 113


Latest Institutional Activity in BSEP

Top Purchases

Q4 2025
First Heartland Consultants, Inc. Shares Held: 43.2K ($2.09M)
Q4 2025
Brookstone Capital Management Shares Held: 593K ($28.7M)
Q4 2025
Chris Bulman Inc Shares Held: 20.2K ($975K)
Q3 2025
Outlook Wealth Advisors, LLC Shares Held: 406K ($19.6M)
Q3 2025
Citadel Advisors LLC Shares Held: 255K ($12.3M)

Top Sells

Q4 2025
Spire Wealth Management Shares Held: 11.7K ($567K)
Q4 2025
Core Cap Advisors, LLC Shares Held: 2.98K ($144K)
Q4 2025
Fragasso Group Inc. Shares Held: 15.1K ($732K)
Q4 2025
Lantz Financial LLC Shares Held: 63.5K ($3.07M)
Q4 2025
Kathmere Capital Management, LLC Shares Held: 4.61K ($223K)

About BSEP

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