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 07, 2025
Q4 2024
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
750New |
$301K - $407K
|
750
$298K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1New |
$402 - $543
|
1
$397
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2+ 5.56% |
$803 - $1.09K
|
38
$15.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2- 0.38% |
$803 - $1.09K
|
519
$206K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6+ 25.0% |
$2.41K - $3.26K
|
30
$11.9K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-181- 11.11% |
$72.7K - $98.3K
|
1.45K
$574K
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
18.2KNew |
$7.3M - $9.87M
|
18.2K
$7.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
14.6K+ 10.27% |
$5.88M - $7.95M
|
157K
$62.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
451+ 4.34% |
$181K - $245K
|
10.9K
$4.31M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
86+ 4.55% |
$34.5K - $46.7K
|
1.98K
$784K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
2New |
$803 - $1.09K
|
2
$794
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1- 0.11% |
$402 - $543
|
878
$348K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
64+ 0.88% |
$25.7K - $34.7K
|
7.34K
$2.91M
|
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
2.29KNew |
$918K - $1.24M
|
2.29K
$907K
|
|
|
Feb 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
224+ 14.8% |
$90K - $122K
|
1.74K
$690K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.63KNew |
$654K - $884K
|
1.63K
$646K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1- 12.5% |
$402 - $543
|
7
$2.78K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.34KNew |
$540K - $730K
|
1.34K
$533K
|
|
|
Feb 06, 2025
Q4 2024
|
Candriam S.C.A.
|
BUY
|
- |
1.49KNew |
$598K - $808K
|
1.49K
$591K
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-49- 2.41% |
$19.7K - $26.6K
|
1.99K
$788K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
14.8KNew |
$5.96M - $8.06M
|
14.8K
$5.89M
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1New |
$402 - $543
|
1
$397
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-79- 2.58% |
$31.7K - $42.9K
|
2.99K
$1.19M
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
56+ 3.38% |
$22.5K - $30.4K
|
1.71K
$679K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
35+ 5.64% |
$14.1K - $19K
|
656
$260K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
5New |
$2.01K - $2.71K
|
5
$1.98K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
8New |
$3.21K - $4.34K
|
8
$3.17K
|
|
|
Feb 04, 2025
Q4 2024
|
Fjarde Ap Fonden
|
BUY
|
- |
700+ 5.13% |
$281K - $380K
|
14.4K
$5.69M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.61KNew |
$647K - $875K
|
1.61K
$639K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
99+ 6.74% |
$39.8K - $53.7K
|
1.57K
$622K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3+ 27.27% |
$1.2K - $1.63K
|
14
$5.55K
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
15.4K+ 302.05% |
$6.17M - $8.33M
|
20.4K
$8.11M
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-76- 2.12% |
$30.5K - $41.3K
|
3.51K
$1.39M
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-63- 2.86% |
$25.3K - $34.2K
|
2.14K
$848K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
27+ 207.69% |
$10.8K - $14.7K
|
40
$15.9K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
25+ 0.76% |
$10K - $13.6K
|
3.33K
$1.32M
|
|
|
Feb 04, 2025
Q4 2024
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
2.19KNew |
$880K - $1.19M
|
2.19K
$869K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
8New |
$3.21K - $4.34K
|
8
$3.17K
|
|
|
Feb 03, 2025
Q4 2024
|
Ing Groep Nv
|
SELL
|
- |
-154- 12.25% |
$61.9K - $83.6K
|
1.1K
$438K
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-24- 1.38% |
$9.64K - $13K
|
1.71K
$680K
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-2.51K- 30.05% |
$1.01M - $1.36M
|
5.84K
$2.32M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2New |
$803 - $1.09K
|
2
$794
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-200- 2.96% |
$80.3K - $109K
|
6.57K
$2.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
34KNew |
$13.7M - $18.5M
|
34K
$13.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-1- -0.0% |
$402 - $543
|
60.7K
$24.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
118+ 2.89% |
$47.4K - $64.1K
|
4.21K
$1.67M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
128+ 1163.64% |
$51.4K - $69.5K
|
139
$55.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-1.2K- 48.56% |
$480K - $649K
|
1.27K
$502K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4- 1.53% |
$1.61K - $2.17K
|
258
$102K
|
|
|
Jan 31, 2025
Q4 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
1.7K+ 60.71% |
$683K - $923K
|
4.5K
$1.79M
|