Institutional shares held 8.18 Million
0 calls
0 puts
Total value of holdings $529M
$0 calls
$0 puts
# of Institutions 166


Latest Institutional Activity in EZM

Top Purchases

Q4 2025
Davenport & CO LLC Shares Held: 620K ($40.1M)
Q4 2025
Westwood Wealth Management Shares Held: 43.3K ($2.8M)
Q4 2025
Sylvest Advisors, LLC Shares Held: 49K ($3.17M)
Q4 2025
Fulton Bank, N.A. Shares Held: 4.7K ($304K)
Q4 2025
Wealthcare Advisory Partners LLC Shares Held: 4.62K ($299K)

Top Sells

Q4 2025
Breakwater Capital Group Shares Held: 80.1K ($5.18M)
Q4 2025
Crux Wealth Advisors Shares Held: 24.5K ($1.58M)
Q4 2025
Lionshead Wealth Management, LLC Shares Held: 43.3K ($2.8M)
Q4 2025
Amplius Wealth Advisors, LLC Shares Held: 14.1K ($911K)
Q4 2025
Oxler Private Wealth LLC Shares Held: 9.27K ($600K)

About EZM

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