Institutional shares held 4.69 Million
0 calls
0 puts
Total value of holdings $209M
$0 calls
$0 puts
# of Institutions 78


Latest Institutional Activity in EFAX

Top Purchases

Q1 2025
Gemmer Asset Management LLC Shares Held: 402K ($17.9M)
Q1 2025
Proffitt & Goodson Inc Shares Held: 18.2K ($812K)
Q1 2025
Boyd Wealth Management, LLC Shares Held: 13.8K ($616K)
Q1 2025
Gen Trust, LLC Shares Held: 4.67K ($208K)
Q1 2025
Insight Advisors, LLC Shares Held: 8.13K ($362K)

Top Sells

Q1 2025
Whipplewood Advisors, LLC Shares Held: 335 ($14.9K)
Q1 2025
Envestnet Asset Management Inc Shares Held: 19.5K ($870K)
Q1 2025
Astoria Portfolio Advisors Llc. Shares Held: 16.4K ($732K)
Q1 2025
Stonehearth Capital Management, LLC Shares Held: 5.31K ($236K)
Q1 2025
Institute For Wealth Management, Llc. Shares Held: 55.4K ($2.47M)

About EFAX

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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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