Institutional shares held 107 Million
100 calls
0 puts
Total value of holdings $12.4B
$11K calls
$0 puts
# of Institutions 1,121


Latest Institutional Activity in EFG

Top Purchases

Q3 2025
Sagespring Wealth Partners, LLC Shares Held: 671K ($77.7M)
Q3 2025
Dynasty Wealth Management, LLC Shares Held: 571K ($66.1M)
Q3 2025
Eagle Strategies LLC Shares Held: 73.6K ($8.53M)
Q3 2025
Seneca Financial Advisors LLC Shares Held: 129K ($15M)
Q3 2025
Sofi Wealth, LLC Shares Held: 502K ($58.2M)

Top Sells

Q3 2025
Cwm, LLC Shares Held: 170K ($19.7M)
Q3 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 226K ($26.2M)
Q3 2025
Park Avenue Securities LLC Shares Held: 417K ($48.4M)
Q3 2025
Jones Financial Companies Lllp Shares Held: 3.8M ($440M)
Q3 2025
Janney Montgomery Scott LLC Shares Held: 207K ($24M)

About EFG

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