Institutional shares held 7.09 Million
0 calls
0 puts
Total value of holdings $387M
$0 calls
$0 puts
# of Institutions 159


Latest Institutional Activity in EES

Top Purchases

Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 6.2K ($339K)
Q3 2025
Arkadios Wealth Advisors Shares Held: 125K ($6.85M)
Q3 2025
Raymond James Financial Inc Shares Held: 168K ($9.17M)
Q3 2025
Cetera Investment Advisers Shares Held: 366K ($20M)
Q3 2025
Lpl Financial LLC Shares Held: 551K ($30.1M)

Top Sells

Q4 2025
Precedent Wealth Partners, LLC Shares Held: 6.42K ($351K)
Q4 2025
Moller Financial Services Shares Held: 18.4K ($1.01M)
Q3 2025
Bank Of America Corp Shares Held: 561K ($30.6M)
Q3 2025
Two Sigma Investments, LP Shares Held: 4.2K ($230K)
Q3 2025
Amplius Wealth Advisors, LLC Shares Held: 122K ($6.68M)

About EES

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