Institutional shares held 138 Million
100 calls
0 puts
Total value of holdings $14B
$10K calls
$0 puts
# of Institutions 998


Latest Institutional Activity in EFG

Top Purchases

Q4 2024
Park Avenue Securities LLC Shares Held: 2.93M ($296M)
Q4 2024
Janney Montgomery Scott LLC Shares Held: 1.65M ($167M)
Q4 2024
Foundations Investment Advisors, LLC Shares Held: 881K ($89.1M)
Q4 2024
Merit Financial Group, LLC Shares Held: 260K ($26.3M)
Q4 2024
Nelson, Van Denburg & Campbell Wealth Management Group, LLC Shares Held: 88K ($8.89M)

Top Sells

Q4 2024
Cfs Investment Advisory Services, LLC Shares Held: 221K ($22.3M)
Q4 2024
Advisor Net Financial, Inc Shares Held: 2.08K ($210K)
Q4 2024
Nbc Securities, Inc. Shares Held: 29 ($2.93K)
Q4 2024
Ronald Blue Trust, Inc. Shares Held: 145K ($14.6M)
Q4 2024
Madrona Financial Services, LLC Shares Held: 33.3K ($3.36M)

About EFG

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