Latest Institutional Transactions on Erie Indemnity CO (ERIE)
This table provides information on the latest institutional transactions involving Erie Indemnity CO (ERIE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
1.65KNew |
$379K - $467K
|
1.65K
$474K
|
|
|
Feb 13, 2023
Q4 2022
|
Royce & Associates LP
|
SELL
|
- |
-5.6K- 19.86% |
$1.28M - $1.58M
|
22.6K
$6.48M
|
|
|
Feb 10, 2023
Q4 2022
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-280- 20.59% |
$64.2K - $79.1K
|
1.08K
$310K
|
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.7KNew |
$619K - $762K
|
2.7K
$773K
|
|
|
Feb 09, 2023
Q4 2022
|
Denali Advisors LLC
|
SELL
|
- |
-23- 85.19% |
$5.28K - $6.49K
|
4
$1.15K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 50.0% |
$229 - $282
|
3
$860
|
|
|
Jan 31, 2023
Q4 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
30+ 1.34% |
$6.88K - $8.47K
|
2.27K
$652K
|
|
|
Jan 09, 2023
Q4 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
6.37KNew |
$1.46M - $1.8M
|
6.37K
$1.82M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
184+ 0.31% |
$34.9K - $41.4K
|
59K
$16.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-1.21K- 39.34% |
$229K - $271K
|
1.86K
$532K
|
|
|
Nov 10, 2022
Q3 2022
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
19.6KNew |
$3.72M - $4.42M
|
19.6K
$5.62M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
171New |
$32.5K - $38.5K
|
171
$49K
|
|
| Q2 2022 | |||||||
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-14Closed |
$2.24K - $2.69K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-300Closed |
$48.1K - $57.7K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-3.18KClosed |
$510K - $612K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
1.99KNew |
$319K - $382K
|
1.99K
$570K
|
|
|
Aug 15, 2022
Q2 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
SELL
|
- |
-1.86KClosed |
$298K - $357K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
3New |
$481 - $577
|
3
$860
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-8Closed |
$1.28K - $1.54K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Uss Investment Management LTD
|
SELL
|
- |
-388- 17.12% |
$62.2K - $74.6K
|
1.88K
$538K
|
|
|
Aug 10, 2022
Q2 2022
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-1.6KClosed |
$256K - $308K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
178New |
$28.5K - $34.2K
|
178
$51K
|
|
|
Aug 08, 2022
Q2 2022
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-2.54KClosed |
$407K - $488K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-50KClosed |
$8.01M - $9.61M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
O'Shares Investment Advisers, LLC
|
SELL
|
- |
-19KClosed |
$3.05M - $3.66M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-24Closed |
$3.85K - $4.61K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
6New |
$962 - $1.15K
|
6
$1.72K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-247Closed |
$39.6K - $47.5K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-25Closed |
$4.01K - $4.8K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
SELL
|
- |
-112Closed |
$18.7K - $21.8K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-9.55KClosed |
$1.6M - $1.86M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-100Closed |
$16.7K - $19.5K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-1.5KClosed |
$250K - $291K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-3.67KClosed |
$615K - $715K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Alphasimplex Group, LLC
Boston, MA |
SELL
|
- |
-1.05KClosed |
$176K - $205K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
2New |
$335 - $389
|
2
$573
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
SELL
|
- |
-600Closed |
$100K - $117K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
3KNew |
$502K - $584K
|
3K
$860K
|
|
| Q4 2021 | |||||||
|
Sep 21, 2023
Q4 2021
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-924- 18.48% |
$167K - $213K
|
4.08K
$1.17M
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-46Closed |
$8.31K - $10.6K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-4.88KClosed |
$881K - $1.12M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-162Closed |
$29.3K - $37.4K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-1.41KClosed |
$255K - $325K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-701Closed |
$127K - $162K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
BUY
|
- |
50New |
$9.03K - $11.5K
|
50
$14.3K
|
|
| Q3 2021 | |||||||
|
Nov 16, 2021
Q3 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
9New |
$1.53K - $1.75K
|
9
$2.58K
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-36Closed |
$6.12K - $6.98K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-1.13KClosed |
$192K - $219K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
248New |
$42.1K - $48.1K
|
248
$71.1K
|
|
| Q2 2021 | |||||||
|
Apr 05, 2024
Q2 2021
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-700Closed |
$132K - $160K
|
0
$0
|
|