Institutional shares held 5.34 Million
0 calls
0 puts
Total value of holdings $283M
$0 calls
$0 puts
# of Institutions 121


Latest Institutional Activity in EFIV

Top Purchases

Q1 2025
Tompkins Financial Corp Shares Held: 232K ($12.3M)
Q1 2025
Advisor Net Financial, Inc Shares Held: 625 ($33.2K)
Q4 2024
Principal Financial Group Inc Shares Held: 225K ($11.9M)
Q4 2024
Sheets Smith Investment Management Shares Held: 114K ($6.04M)
Q4 2024
Lpl Financial LLC Shares Held: 358K ($19M)

Top Sells

Q4 2024
Retirement Capital Strategies Shares Held: 212K ($11.3M)
Q4 2024
Us Bancorp \De\ Shares Held: 672 ($35.6K)
Q4 2024
One Capital Management, LLC Shares Held: 49.2K ($2.61M)
Q4 2024
Susquehanna International Group, LLP Shares Held: 19.3K ($1.03M)
Q4 2024
Creative One Wealth, LLC Shares Held: 4.43K ($235K)

About EFIV

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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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