Institutional shares held 6.16 Million
0 calls
0 puts
Total value of holdings $574M
$0 calls
$0 puts
# of Institutions 118


Latest Institutional Activity in EUSA

Top Purchases

Q1 2025
Swisher Financial Concepts, Inc. Shares Held: 57.6K ($5.08M)
Q1 2025
Bangor Savings Bank Shares Held: 39.1K ($3.45M)
Q1 2025
Farther Finance Advisors, LLC Shares Held: 32.6K ($2.88M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 22.1K ($1.95M)
Q1 2025
Ironwood Financial, LLC Shares Held: 119K ($10.5M)

Top Sells

Q1 2025
Riverview Trust CO Shares Held: 238 ($21K)
Q1 2025
Cornerstone Wealth Management, LLC Shares Held: 4.84K ($428K)
Q4 2024
Schroder Investment Management Group Shares Held: 478K ($42.2M)
Q4 2024
Wells Fargo & Company Shares Held: 196K ($17.3M)
Q4 2024
Citigroup Inc Shares Held: 8.37K ($739K)

About EUSA

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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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