Latest Institutional Transactions on Espey Mfg & Electronics Corp (ESP)
This table provides information on the latest institutional transactions involving Espey Mfg & Electronics Corp (ESP) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-836- 38.54% |
$20.9K - $38.6K
|
1.33K
$50.8K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.62KNew |
$116K - $214K
|
4.62K
$176K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
3.06K+ 2269.63% |
$77.9K - $92.7K
|
3.2K
$122K
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
494New |
$12.6K - $14.9K
|
494
$18.8K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
2.53K+ 37.92% |
$64.3K - $76.5K
|
9.2K
$351K
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
61.9KNew |
$1.7M - $2.03M
|
61.9K
$2.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
3+ 0.72% |
$82.3 - $98.4
|
421
$16.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
1.23K+ 5.15% |
$33.8K - $40.5K
|
25.2K
$962K
|
|
| Q3 2024 | |||||||
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-300- 1.53% |
$6.23K - $9.03K
|
19.3K
$735K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-110- 34.16% |
$2.28K - $3.31K
|
212
$8.09K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
140New |
$2.91K - $4.21K
|
140
$5.34K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-238- 5.56% |
$4.91K - $6.06K
|
4.04K
$154K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
9New |
$185 - $229
|
9
$343
|
|
| Q2 2023 | |||||||
|
Jul 27, 2023
Q2 2023
|
Adirondack Retirement Specialists, Inc.
|
SELL
|
- |
-100- 28.57% |
$1.63K - $2.26K
|
250
$9.54K
|
|
| Q4 2022 | |||||||
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
260New |
$3.39K - $3.69K
|
260
$9.92K
|
|
|
Feb 14, 2023
Q4 2022
|
Cannell Capital LLC
Alta, WY |
BUY
|
- |
5.33KNew |
$69.5K - $75.6K
|
5.33K
$203K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
267New |
$3.48K - $3.79K
|
267
$10.2K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
787New |
$10K - $12.3K
|
787
$30K
|
|
| Q1 2022 | |||||||
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-100Closed |
$1.29K - $1.43K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-1K- 77.94% |
$12.9K - $16.5K
|
283
$10.8K
|
|
|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1Closed |
$12.9 - $16.5
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 10, 2021
Q3 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-77Closed |
$1.06K - $1.18K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-120Closed |
$1.77K - $1.96K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-16.3KClosed |
$240K - $266K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.7KClosed |
$25.8K - $35K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.5KClosed |
$22.8K - $30.9K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 07, 2020
Q2 2020
|
Victory Capital Management Inc
|
SELL
|
- |
-374Closed |
$6.29K - $7.48K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 07, 2020
Q1 2020
|
Archer Investment Corp
|
BUY
|
- |
135New |
$2.31K - $3.09K
|
135
$5.15K
|
|
| Q4 2019 | |||||||
|
Feb 10, 2020
Q4 2019
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-142Closed |
$2.84K - $3.37K
|
0
$0
|
|
|
Jan 29, 2020
Q4 2019
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-300Closed |
$6K - $7.12K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Sep 07, 2021
Q3 2019
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-200Closed |
$4.7K - $5.4K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 12, 2019
Q2 2019
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-200Closed |
$4.76K - $5.08K
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 13, 2018
Q4 2017
|
Focused Wealth Management, Inc
|
SELL
|
- |
-800Closed |
$17K - $19.2K
|
0
$0
|
|
|
Feb 08, 2018
Q4 2017
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-333Closed |
$7.08K - $7.98K
|
0
$0
|
|
|
Feb 05, 2018
Q4 2017
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-700Closed |
$14.9K - $16.8K
|
0
$0
|
|
| Q2 2017 | |||||||
|
Aug 07, 2017
Q2 2017
|
Allworth Financial LP
|
BUY
|
- |
100New |
N/A
|
100
$3.81K
|
|