Institutional shares held 4.64 Million
0 calls
0 puts
Total value of holdings $218M
$0 calls
$0 puts
# of Institutions 88


Latest Institutional Activity in EFAX

Top Purchases

Q2 2025
Leith Wheeler Investment Counsel Ltd. Shares Held: 216K ($10.1M)
Q2 2025
Gemmer Asset Management LLC Shares Held: 448K ($21.1M)
Q2 2025
Values Added Financial LLC Shares Held: 57.1K ($2.69M)
Q2 2025
Whipplewood Advisors, LLC Shares Held: 19.5K ($917K)
Q2 2025
Maseco LLP Shares Held: 12.7K ($595K)

Top Sells

Q2 2025
Miracle Mile Advisors, LLC Shares Held: 104K ($4.9M)
Q2 2025
Envestnet Asset Management Inc Shares Held: 9.5K ($447K)
Q2 2025
Boyd Wealth Management, LLC Shares Held: 7.86K ($370K)
Q2 2025
Ameritas Advisory Services, LLC Shares Held: 3.7K ($174K)
Q2 2025
American Financial & Tax Strategies Inc Shares Held: 6.72K ($316K)

About EFAX

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