Institutional shares held 157 Million
100 calls
0 puts
Total value of holdings $16.3B
$10K calls
$0 puts
# of Institutions 1,063


Latest Institutional Activity in EFG

Top Purchases

Q4 2024
Envestnet Asset Management Inc Shares Held: 30.5M ($3.17B)
Q4 2024
Lpl Financial LLC Shares Held: 9.15M ($951M)
Q4 2024
Jpmorgan Chase & CO Shares Held: 7.28M ($756M)
Q4 2024
Dynasty Wealth Management, LLC Shares Held: 805K ($83.7M)
Q4 2024
Bank Of America Corp Shares Held: 5.09M ($529M)

Top Sells

Q4 2024
Jones Financial Companies Lllp Shares Held: 6.74M ($700M)
Q4 2024
Jane Street Group, LLC Shares Held: 91.5K ($9.51M)
Q4 2024
Strategic Financial Concepts, LLC Shares Held: 20K ($2.08M)
Q4 2024
Cary Street Partners Investment Advisory LLC Shares Held: 4.35K ($452K)
Q4 2024
Prudential Financial Inc Shares Held: 47.8K ($4.97M)

About EFG

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