Who owns EA SERIES TRUST?
- Ticker: BOXX
- CUSIP Number: 02072l565
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Analyze quarterly positions in Ea Series Trust with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Ea Series Trust stock
Who bought or sold EA SERIES TRUST this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Empowered Funds | 1.2M | $123M | 11% | Mar 2024 |
|
| True Wealth Design | 470k | $50M | 3% | Mar 2024 |
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| ADAR1 Capital Management | 318k | $34M | 100% | Mar 2024 |
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| Insight Advisors, LLC/ PA | 300k | $32M | 7% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 263k | $28M | 1385% | Mar 2024 |
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| Cambridge Investment Research Advisors | 215k | $23M | 344% | Mar 2024 |
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| Compass Ion Advisors | 158k | $17M | 100% | Mar 2024 |
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| Summit Wealth & Retirement Planning | 111k | $12M | 100% | Mar 2024 |
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| CWM | 96k | $10M | 33% | Mar 2024 |
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| Client First Investment Management | 88k | $9.4M | 100% | Mar 2024 |
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| Bank of America Corporation | 74k | $7.9M | 100% | Mar 2024 |
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| Stokes Family Office | 65k | $6.9M | 172% | Mar 2024 |
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| Ethos Financial Group | 61k | $6.5M | 100% | Mar 2024 |
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| Castleview Partners | 57k | $6.1M | 100% | Mar 2024 |
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| Integrated Wealth Concepts | 51k | $5.4M | 1810% | Mar 2024 |
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| Opus Capital Group | 49k | $5.2M | 100% | Mar 2024 |
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| Commonwealth Financial Services | 41k | $4.3M | 36% | Dec 2023 |
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| D.A. Davidson & Co. | 32k | $3.4M | 100% | Mar 2024 |
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| Branch Banking & Trust Company | 32k | $3.4M | 28% | Mar 2024 |
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| Stephens Consulting | 25k | $2.7M | 26% | Mar 2024 |
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| Valley Financial Group | 24k | $2.5M | 100% | Mar 2024 |
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| HighTower Advisors | 23k | $2.5M | -68% | Mar 2024 |
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| Aspect Partners | 23k | $2.4M | 100% | Dec 2023 |
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| Beacon Financial | 22k | $2.3M | 100% | Mar 2024 |
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| Pensionmark Financial Group | 22k | $2.3M | 252% | Mar 2024 |
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| Empirical Finance | 21k | $2.2M | 179% | Mar 2024 |
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| Feltz Wealth PLAN | 20k | $2.1M | 7% | Mar 2024 |
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| Seed Wealth Management | 20k | $2.1M | -22% | Mar 2024 |
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| Envestnet Asset Management | 19k | $2.0M | 100% | Mar 2024 |
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| Innova Wealth Partners | 18k | $1.9M | 100% | Mar 2024 |
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| BlackDiamond Wealth Management | 17k | $1.8M | 1% | Mar 2024 |
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| Royal Bank of Canada | 17k | $1.8M | 80% | Mar 2024 |
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| Wolverine Trading | 16k | $1.7M | 177% | Mar 2024 |
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| Moser Wealth Advisors | 16k | $1.7M | 100% | Mar 2024 |
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| Cambria Investment Management | 15k | $1.6M | 100% | Mar 2024 |
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| Tortoise Investment Management | 14k | $1.5M | 100% | Mar 2024 |
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| Massey, Quick & Co | 13k | $1.4M | 100% | Mar 2024 |
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| Well Done | 12k | $1.3M | 100% | Mar 2024 |
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| Private Advisor | 11k | $1.2M | 100% | Mar 2024 |
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| Advisor Group Holdings | 11k | $1.1M | 14% | Mar 2024 |
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| LPL Financial | 10k | $1.1M | 100% | Mar 2024 |
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| Quarry Hill Advisors | 10k | $1.1M | 100% | Mar 2024 |
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| DCF Advisers | 9.9k | $1.1M | 32% | Mar 2024 |
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| Busey Trust Company | 9.6k | $1.0M | 100% | Mar 2024 |
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| Childress Capital Advisors | 9.5k | $1.0M | 100% | Mar 2024 |
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| Vista Wealth Management Group | 9.4k | $1.0M | 100% | Mar 2024 |
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| Two Sigma Securities | 9.3k | $993k | 100% | Mar 2024 |
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| Focus Financial Network | 9.1k | $967k | 100% | Mar 2024 |
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| Apeiron RIA | 8.9k | $953k | 100% | Mar 2024 |
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| Allen Capital Group | 8.6k | $921k | -4% | Mar 2024 |
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| Journey Strategic Wealth | 8.6k | $917k | 100% | Mar 2024 |
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| Kestra Private Wealth Services | 8.1k | $859k | 5% | Mar 2024 |
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| Epacria Capital Partners | 7.4k | $782k | 0% | Dec 2023 |
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| Seeds Investor | 7.3k | $776k | 100% | Mar 2024 |
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| Mariner Wealth Advisors | 7.1k | $754k | 100% | Mar 2024 |
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| U.S. Capital Wealth Advisors | 6.9k | $732k | 100% | Mar 2024 |
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| Snowden Capital Advisors | 6.7k | $714k | 3% | Mar 2024 |
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| AQR Capital Management | 6.5k | $693k | 66% | Mar 2024 |
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| RFG Advisory | 6.0k | $634k | 100% | Mar 2024 |
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| Teamwork Financial Advisors | 5.6k | $592k | -18% | Mar 2024 |
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| Bellecapital International | 5.2k | $557k | 100% | Mar 2024 |
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| Toroso Investments | 5.0k | $529k | -16% | Mar 2024 |
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| Magnolia Capital Advisors | 4.8k | $507k | 100% | Mar 2024 |
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| Continuum Wealth Advisors | 4.3k | $454k | 5% | Dec 2023 |
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| Epic Trust Investment Advisors | 4.2k | $443k | 100% | Mar 2024 |
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| IFP Advisors | 4.1k | $429k | 100% | Dec 2023 |
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| Commonwealth Equity Services | 4.0k | $421k | 100% | Mar 2024 |
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| Forum Financial Management | 3.8k | $402k | 100% | Mar 2024 |
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| Almanack Investment Partners | 3.7k | $396k | 100% | Mar 2024 |
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| Strategic Financial Concepts | 3.3k | $354k | 100% | Mar 2024 |
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| Thrivent Financial for Lutherans | 3.2k | $336k | 100% | Mar 2024 |
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| Janney Montgomery Scott | 3.1k | $331k | 100% | Mar 2024 |
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| Vontobel Holding | 3.0k | $319k | 100% | Mar 2024 |
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| Moisand Fitzgerald Tamayo | 2.9k | $309k | 100% | Mar 2024 |
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| Goldman Sachs Group | 2.8k | $298k | 100% | Mar 2024 |
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| SeaCrest Wealth Management | 2.6k | $277k | 100% | Mar 2024 |
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| MKT Advisors | 2.4k | $251k | 100% | Mar 2024 |
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| ETF Store | 2.4k | $250k | 100% | Mar 2024 |
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| CI Private Wealth | 2.4k | $250k | 100% | Mar 2024 |
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| Thoroughbred Financial Services | 2.3k | $247k | 100% | Mar 2024 |
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| Creative Planning | 2.3k | $245k | 100% | Mar 2024 |
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| Hummer Financial Advisory Services | 2.2k | $234k | 100% | Mar 2024 |
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| Stephens | 2.2k | $229k | 100% | Mar 2024 |
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| RHS Financial | 2.0k | $209k | 100% | Mar 2024 |
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| Hill Investment Group Partners | 1.9k | $201k | 100% | Dec 2023 |
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| Ingalls & Snyder | 1.9k | $202k | 100% | Mar 2024 |
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| Morgan Stanley | 476.00 | $51k | 100% | Mar 2024 |
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| Assetmark | 302.00 | $32k | 100% | Mar 2024 |
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| Blue Bell Private Wealth Management | 300.00 | $32k | 100% | Mar 2024 |
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| Penserra Capital Management | 72.00 | $7.0k | 1% | Mar 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 64.00 | $6.8k | 100% | Mar 2024 |
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| Wells Financial Advisors | 33.00 | $3.5k | 100% | Mar 2024 |
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Who sold out of Ea Series Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| AE Wealth Management | Dec 2023 | 5.2k | $552k |
| Jane Street | Dec 2023 | 5.1k | $536k |
| WealthPlan Investment Management | Dec 2023 | 1.9k | $201k |
| UBS Group | Dec 2023 | 758.00 | $80k |