Latest Institutional Transactions on Eplus Inc (PLUS)
This table provides information on the latest institutional transactions involving Eplus Inc (PLUS) 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 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
7+ 70.0% |
$294 - $396
|
17
$1.19K
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
536New |
$22.5K - $30.3K
|
536
$37.5K
|
|
Jul 06, 2023
Q2 2023
|
In Track Investment Management Inc
|
SELL
|
- |
-1.54K- 24.1% |
$64.7K - $87.2K
|
4.85K
$340K
|
|
Q1 2023 | |||||||
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-450Closed |
$19.7K - $25.7K
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
4+ 1.6% |
$175 - $229
|
254
$17.8K
|
|
May 15, 2023
Q1 2023
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-227- 0.55% |
$9.93K - $13K
|
41.4K
$2.9M
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-314- 5.52% |
$13.7K - $18K
|
5.37K
$376K
|
|
May 12, 2023
Q1 2023
|
Value Holdings Management Co. LLC
Hampton Bays, NY |
SELL
|
- |
-34K- 72.34% |
$1.49M - $1.94M
|
13K
$911K
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
363+ 4.08% |
$15.9K - $20.8K
|
9.26K
$649K
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
29+ 362.5% |
$1.27K - $1.66K
|
37
$2.59K
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
261KNew |
$11.4M - $14.9M
|
261K
$18.3M
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
55New |
$2.41K - $3.14K
|
55
$3.85K
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
20+ 0.43% |
$875 - $1.14K
|
4.68K
$328K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
100New |
$4.37K - $5.72K
|
100
$7.01K
|
|
Q4 2022 | |||||||
Feb 17, 2023
Q4 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-20- 21.28% |
$832 - $1.06K
|
74
$5.18K
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.42KNew |
$59K - $75.2K
|
1.42K
$99.4K
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
216+ 2.18% |
$8.98K - $11.5K
|
10.1K
$710K
|
|
Feb 14, 2023
Q4 2022
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
124K+ 22.22% |
$5.14M - $6.56M
|
680K
$47.6M
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
315New |
$13.1K - $16.7K
|
315
$22.1K
|
|
Feb 14, 2023
Q4 2022
|
Zebra Capital Management LLC
Stamford, CT |
SELL
|
- |
-2K- 18.24% |
$83.3K - $106K
|
8.98K
$629K
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
6.1KNew |
$254K - $323K
|
6.1K
$427K
|
|
Feb 07, 2023
Q4 2022
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-800- 12.41% |
$33.3K - $42.4K
|
5.64K
$395K
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
95New |
$3.95K - $5.04K
|
95
$6.65K
|
|
Jan 31, 2023
Q4 2022
|
Everence Capital Management Inc
|
BUY
|
- |
4.56KNew |
$190K - $242K
|
4.56K
$319K
|
|
Q3 2022 | |||||||
May 16, 2023
Q3 2022
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-6.3KClosed |
$256K - $353K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-374Closed |
$15.2K - $21K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
6.1KNew |
$248K - $342K
|
6.1K
$427K
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-57- 0.24% |
$2.32K - $3.2K
|
23.3K
$1.63M
|
|
Nov 14, 2022
Q3 2022
|
Atlanta Capital Management CO L L C
Atlanta, GA |
SELL
|
- |
-37.5K- 5.82% |
$1.52M - $2.1M
|
606K
$42.5M
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
SELL
|
- |
-5- 27.78% |
$203 - $280
|
13
$911
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
13New |
$528 - $729
|
13
$911
|
|
Nov 03, 2022
Q3 2022
|
Equitable Trust CO
|
BUY
|
- |
2.12K+ 14.27% |
$86.2K - $119K
|
17K
$1.19M
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
677New |
$27.5K - $38K
|
677
$47.4K
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
5.48K+ 11.15% |
$223K - $307K
|
54.6K
$3.82M
|
|
Oct 13, 2022
Q3 2022
|
New Century Advisors, LLC
|
BUY
|
- |
29+ 0.89% |
$1.18K - $1.63K
|
3.28K
$230K
|
|
Q2 2022 | |||||||
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
6New |
$307 - $356
|
6
$420
|
|
Feb 14, 2023
Q2 2022
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-9.25K- 26.5% |
$474K - $549K
|
25.7K
$1.8M
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-94Closed |
$4.81K - $5.58K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Aristides Capital LLC
Ottawa Hills, OH |
SELL
|
- |
-4.16KClosed |
$213K - $247K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-2.3K- 12.17% |
$118K - $137K
|
16.6K
$1.17M
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
CALL |
600New |
$30.7K - $35.6K
|
600
$42K
|
|
Aug 11, 2022
Q2 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-4Closed |
$205 - $237
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-50.7KClosed |
$2.6M - $3.01M
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Kestrel Investment Management Corp
San Mateo, CA |
SELL
|
- |
-4.3K- 4.19% |
$220K - $255K
|
98.4K
$6.89M
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
76New |
$3.89K - $4.51K
|
76
$5.32K
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-22Closed |
$1.13K - $1.31K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Profund Advisors LLC
|
SELL
|
- |
-3.72KClosed |
$191K - $221K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Bailard, Inc.
|
BUY
|
- |
7.9KNew |
$405K - $469K
|
7.9K
$553K
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-5.55KClosed |
$241K - $320K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-156Closed |
$6.77K - $8.99K
|
0
$0
|