Institutional shares held 12.6 Million
0 calls
0 puts
Total value of holdings $452M
$0 calls
$0 puts
# of Institutions 45


Latest Institutional Activity in SEIM

Top Purchases

Q1 2025
Merit Financial Group, LLC Shares Held: 69.7K ($2.5M)
Q1 2025
K2 Financial Inc. Shares Held: 87.9K ($3.16M)
Q1 2025
Meriwether Wealth & Planning, LLC Shares Held: 67.6K ($2.43M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 68.7K ($2.47M)
Q1 2025
Stewardship Advisors, LLC Shares Held: 14.3K ($513K)

Top Sells

Q1 2025
Truist Financial Corp Shares Held: 224K ($8.06M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 237K ($8.5M)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 38.3K ($1.37M)
Q1 2025
Compass Capital Corp /Ma/ /Adv Shares Held: 31.8K ($1.14M)
Q1 2025
Perigon Wealth Management, LLC Shares Held: 24.4K ($876K)

About SEIM

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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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