Who owns EA SERIES TRUST?
- Ticker: BOXX
- CUSIP Number: 02072l565
Tip: Access positions for across all investors
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 |
|---|---|---|---|---|---|
| Renaissance Technologies | 768k | $84M | 20% | Sep 2024 |
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| Lgl Partners | 639k | $70M | -2% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 554k | $60M | 111% | Jun 2024 |
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| True Wealth Design | 521k | $57M | -7% | Sep 2024 |
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| Rockefeller Capital Management | 469k | $51M | 34% | Jun 2024 |
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| Cambridge Investment Research Advisors | 416k | $45M | 52% | Sep 2024 |
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| Mariner Wealth Advisors | 412k | $45M | 851% | Sep 2024 |
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| Insight Advisors, LLC/ PA | 350k | $38M | -2% | Sep 2024 |
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| Ethos Financial Group | 334k | $36M | 31% | Sep 2024 |
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| Empowered Funds | 316k | $35M | -71% | Sep 2024 |
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| Compass Ion Advisors | 272k | $30M | 69% | Sep 2024 |
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| CWM | 219k | $24M | 49% | Sep 2024 |
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| Whitcomb & Hess | 214k | $23M | 0% | Sep 2024 |
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| Ferguson Shapiro | 206k | $22M | -39% | Sep 2024 |
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| Morgan Stanley | 176k | $19M | 36960% | Jun 2024 |
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| Stokes Family Office | 142k | $15M | 21% | Sep 2024 |
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| Jane Street | 138k | $15M | 100% | Sep 2024 |
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| Summit Wealth & Retirement Planning | 121k | $13M | 5% | Sep 2024 |
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| Hill Investment Group Partners | 116k | $13M | 426% | Jun 2024 |
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| Opus Capital Group | 104k | $11M | 44% | Sep 2024 |
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| GoalVest Advisory | 90k | $9.8M | 374% | Sep 2024 |
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| Tortoise Investment Management | 88k | $9.6M | 149% | Sep 2024 |
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| Herr Investment Group | 84k | $9.1M | 100% | Jun 2024 |
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| Ursa Fund Management | 75k | $8.2M | 0% | Sep 2024 |
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| Amplius Wealth Advisors | 74k | $8.1M | 113% | Sep 2024 |
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| Captrust Financial Advisors | 64k | $6.9M | 5% | Sep 2024 |
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| Mml Investors Services | 62k | $6.7M | -12% | Sep 2024 |
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| KC Investment Advisors | 55k | $6.0M | 444% | Sep 2024 |
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| Integrated Wealth Concepts | 53k | $5.8M | -7% | Sep 2024 |
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| Weaver Consulting Group | 52k | $5.6M | 28% | Sep 2024 |
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| Wolverine Trading | 51k | $5.6M | 1% | Sep 2024 |
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| Sunbelt Securities | 47k | $5.1M | 0% | Sep 2024 |
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| AQR Capital Management | 45k | $4.9M | 15% | Sep 2024 |
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| Branch Banking & Trust Company | 43k | $4.6M | 34% | Jun 2024 |
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| Tcfg Wealth Management | 41k | $4.5M | 100% | Sep 2024 |
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| Client First Investment Management | 41k | $4.4M | -33% | Sep 2024 |
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| Allen Capital Group | 41k | $4.4M | -4% | Sep 2024 |
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| Commonwealth Financial Services | 40k | $4.4M | -14% | Sep 2024 |
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| Journey Strategic Wealth | 39k | $4.2M | 18% | Sep 2024 |
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| Quarry Hill Advisors | 38k | $4.1M | -19% | Sep 2024 |
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| D.A. Davidson & Co. | 38k | $4.1M | 19% | Jun 2024 |
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| Aspect Partners | 36k | $3.9M | 3% | Sep 2024 |
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| WealthPlan Investment Management | 36k | $3.9M | 100% | Sep 2024 |
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| Sippican Capital Adivsors | 35k | $3.8M | 100% | Sep 2024 |
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| Gentry Private Wealth | 34k | $3.7M | 333% | Sep 2024 |
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| IFG Advisors | 34k | $3.7M | 0% | Sep 2024 |
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| Epacria Capital Partners | 32k | $3.5M | 79% | Jun 2024 |
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| Pensionmark Financial Group | 32k | $3.6M | 19% | Sep 2024 |
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| HighTower Advisors | 31k | $3.4M | 34% | Jun 2024 |
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| BWM Planning | 30k | $3.3M | 100% | Sep 2024 |
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| Stephens Consulting | 30k | $3.2M | 9% | Sep 2024 |
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| Lifeworks Advisors | 30k | $3.2M | 75% | Sep 2024 |
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| Mutual Advisors | 29k | $3.2M | 155% | Sep 2024 |
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| Invst | 29k | $3.1M | 59% | Sep 2024 |
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| Private Advisor | 28k | $3.1M | 152% | Sep 2024 |
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| Seed Wealth Management | 28k | $3.0M | 26% | Sep 2024 |
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| RHS Financial | 26k | $2.8M | 34% | Sep 2024 |
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| Nwam | 26k | $2.8M | 100% | Sep 2024 |
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| Well Done | 24k | $2.6M | -24% | Sep 2024 |
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| Optivise Advisory Services | 23k | $2.5M | 2% | Sep 2024 |
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| Royal Bank of Canada | 22k | $2.4M | 32% | Sep 2024 |
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| BlackDiamond Wealth Management | 22k | $2.4M | 29% | Jun 2024 |
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| Empirical Finance | 20k | $2.2M | 0% | Sep 2024 |
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| We Are One Seven | 20k | $2.1M | 101% | Sep 2024 |
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| Morse Asset Management | 19k | $2.1M | 27% | Sep 2024 |
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| Beacon Financial | 19k | $2.0M | -19% | Sep 2024 |
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| Continuum Wealth Advisors | 18k | $2.0M | 192% | Sep 2024 |
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| Moser Wealth Advisors | 18k | $1.9M | 3% | Sep 2024 |
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| Focus Financial Network | 17k | $1.8M | 6% | Sep 2024 |
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| Kingsview Wealth Management | 16k | $1.8M | 319% | Sep 2024 |
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| Valley Financial Group | 15k | $1.7M | -13% | Sep 2024 |
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| Black Swift Group | 15k | $1.6M | 100% | Sep 2024 |
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| Enzi Wealth | 15k | $1.6M | 254% | Sep 2024 |
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| Epic Trust Investment Advisors | 15k | $1.6M | 253% | Jun 2024 |
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| West Michigan Advisors | 13k | $1.4M | 232% | Sep 2024 |
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| Longview Financial Advisors | 13k | $1.4M | 53% | Sep 2024 |
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| Steel Peak Wealth Management | 13k | $1.4M | 100% | Sep 2024 |
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| Farther Finance Advisors | 12k | $1.3M | 478% | Sep 2024 |
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| Childress Capital Advisors | 12k | $1.3M | 23% | Sep 2024 |
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| Revolve Wealth Partners | 11k | $1.2M | 107% | Sep 2024 |
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| Seeds Investor | 11k | $1.2M | 104% | Sep 2024 |
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| LPL Financial | 11k | $1.2M | -1% | Sep 2024 |
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| Bank of America Corporation | 11k | $1.1M | 59% | Sep 2024 |
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| Atria Investments | 10k | $1.1M | -21% | Sep 2024 |
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| Apeiron RIA | 10k | $1.1M | 16% | Jun 2024 |
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| DCF Advisers | 9.9k | $1.1M | 0% | Jun 2024 |
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| Smart Money Group | 9.8k | $1.1M | -1% | Sep 2024 |
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| Madison Wealth Partners | 9.8k | $1.1M | 50% | Sep 2024 |
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| Envestnet Asset Management | 9.8k | $1.1M | 61% | Sep 2024 |
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| Busey Trust Company | 9.6k | $1.0M | 0% | Jun 2024 |
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| Vista Wealth Management Group | 9.4k | $1.0M | 0% | Sep 2024 |
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| Apollon Wealth Management | 9.3k | $1.0M | 100% | Sep 2024 |
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| Dynamic Advisors Solutions | 9.3k | $1.0M | 48% | Sep 2024 |
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| Advisor Group Holdings | 8.6k | $941k | -19% | Sep 2024 |
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| Avondale Wealth Management | 8.0k | $871k | 60% | Sep 2024 |
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| Massey, Quick & Co | 7.9k | $856k | -37% | Sep 2024 |
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| Green Square Capital | 7.4k | $805k | 57% | Sep 2024 |
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| Kesler, Norman & Wride | 7.0k | $757k | -13% | Sep 2024 |
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| RFG Advisory | 6.9k | $752k | 38% | Sep 2024 |
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| IFP Advisors | 6.8k | $733k | 15% | Jun 2024 |
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| U.S. Capital Wealth Advisors | 6.6k | $721k | -2% | Sep 2024 |
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| Snowden Capital Advisors | 6.5k | $707k | -5% | Sep 2024 |
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| Toroso Investments | 6.5k | $707k | 5% | Sep 2024 |
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| Arete Wealth Advisors | 6.4k | $702k | 100% | Sep 2024 |
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| Commonwealth Equity Services | 6.4k | $701k | -30% | Sep 2024 |
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| Atomi Financial Group | 6.3k | $686k | 100% | Sep 2024 |
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| CFS Investment Advisory Services | 6.0k | $652k | 0% | Sep 2024 |
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| Lavaca Capital | 5.9k | $647k | 115% | Sep 2024 |
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| Almanack Investment Partners | 5.7k | $623k | -35% | Sep 2024 |
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| ETF Store | 5.5k | $603k | 3% | Sep 2024 |
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| Wealthcare Advisory Partners | 5.2k | $566k | 100% | Sep 2024 |
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| United Advisor Group | 5.1k | $555k | 4% | Sep 2024 |
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| Kestra Advisory Services | 4.9k | $535k | 100% | Sep 2024 |
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| Janney Montgomery Scott | 4.7k | $510k | -35% | Sep 2024 |
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| Flow Traders US | 4.6k | $502k | -44% | Sep 2024 |
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| Baker Boyer National Bank | 4.6k | $502k | 100% | Sep 2024 |
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| Kestra Private Wealth Services | 4.3k | $466k | -63% | Sep 2024 |
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| Creative Planning | 4.2k | $456k | -98% | Sep 2024 |
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| Forum Financial Management | 3.8k | $411k | 0% | Sep 2024 |
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| Thoroughbred Financial Services | 3.7k | $404k | 0% | Sep 2024 |
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| Harbour Investments | 3.5k | $381k | 0% | Sep 2024 |
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| Relyea Zuckerberg Hanson | 3.5k | $378k | 3% | Sep 2024 |
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| Stratos Wealth Advisors | 3.4k | $371k | 46% | Sep 2024 |
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| MKT Advisors | 3.3k | $359k | 0% | Sep 2024 |
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| Condor Capital Management | 3.2k | $353k | 1% | Sep 2024 |
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| Aurum Wealth Management Group | 3.2k | $347k | 13% | Sep 2024 |
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| Thrivent Financial for Lutherans | 3.2k | $344k | 0% | Sep 2024 |
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| Wedbush Morgan Securities | 3.1k | $341k | -9% | Sep 2024 |
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| Moisand Fitzgerald Tamayo | 3.1k | $338k | 0% | Sep 2024 |
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| Vontobel Holding | 3.0k | $327k | 0% | Sep 2024 |
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| Greenwich Wealth Management | 3.0k | $325k | 100% | Sep 2024 |
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| National Asset Management | 2.9k | $316k | 100% | Sep 2024 |
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| Strategic Financial Concepts | 2.9k | $311k | -100% | Sep 2024 |
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| Straight Path Wealth Management | 2.8k | $306k | 17% | Sep 2024 |
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| Goldman Sachs Group | 2.8k | $302k | 0% | Jun 2024 |
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| Per Stirling Capital Management | 2.6k | $287k | 100% | Sep 2024 |
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| SeaCrest Wealth Management | 2.6k | $283k | 0% | Sep 2024 |
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| Peterson Wealth Advisors | 2.4k | $261k | 100% | Sep 2024 |
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| Skyline Advisors | 2.4k | $258k | 100% | Sep 2024 |
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| Stephens | 2.4k | $257k | 0% | Sep 2024 |
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| Titleist Asset Management | 2.3k | $250k | 100% | Jun 2024 |
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| Hummer Financial Advisory Services | 2.2k | $240k | 0% | Sep 2024 |
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| Capital Investment Advisory Services | 2.2k | $234k | 0% | Sep 2024 |
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| Oak Family Advisors | 2.1k | $228k | 0% | Sep 2024 |
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| Beacon Pointe Advisors | 2.0k | $218k | 0% | Sep 2024 |
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| Ridgecrest Wealth Partners | 2.0k | $212k | 100% | Sep 2024 |
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| Sontag Advisory | 1.9k | $206k | 100% | Sep 2024 |
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| Transcendent Capital Group | 1.7k | $185k | -74% | Sep 2024 |
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| Brian McDonald | 1.5k | $163k | 100% | Sep 2024 |
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| Castleview Partners | 935.00 | $102k | -99% | Sep 2024 |
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Who sold out of Ea Series Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Dark Forest Capital Management | Jun 2024 | 54k | $5.8M |
| Innova Wealth Partners | Jun 2024 | 32k | $3.4M |
| Feltz Wealth PLAN | Jun 2024 | 30k | $3.2M |
| Ameritas Advisory Services | Jun 2024 | 22k | $2.4M |
| Two Sigma Securities | Mar 2024 | 9.3k | $993k |
| Colony | Jun 2024 | 4.9k | $533k |
| My Personal CFO | Jun 2024 | 3.6k | $387k |
| Heron Bay Capital Management | Jun 2024 | 3.4k | $371k |
| Sanctuary Advisors | Jun 2024 | 3.4k | $358k |
| CI Private Wealth | Jun 2024 | 2.4k | $258k |
| Meridian Wealth Partners | Jun 2024 | 2.3k | $251k |
| Magnolia Wealth Management | Jun 2024 | 2.1k | $226k |
| Shore Point Advisors | Jun 2024 | 2.0k | $219k |