Institutional shares held 138 Million
100 calls
0 puts
Total value of holdings $14.5B
$10K calls
$0 puts
# of Institutions 942


Latest Institutional Activity in EFG

Top Purchases

Q3 2024
Axiom Advisory, LLC Shares Held: 5.42M ($570M)
Q3 2024
Eastern Bank Shares Held: 421K ($44.2M)
Q3 2024
Stratos Wealth Partners, Ltd. Shares Held: 75.5K ($7.93M)
Q3 2024
Ronald Blue Trust, Inc. Shares Held: 168K ($17.7M)
Q3 2024
Mc Kinley Carter Wealth Services, Inc. Shares Held: 315K ($33.2M)

Top Sells

Q3 2024
Park Avenue Securities LLC Shares Held: 2.39M ($251M)
Q3 2024
Cwm, LLC Shares Held: 2.54M ($267M)
Q3 2024
Merit Financial Group, LLC Shares Held: 77K ($8.09M)
Q3 2024
Commonwealth Equity Services, LLC Shares Held: 749K ($78.7M)
Q3 2024
Rfg Advisory, LLC Shares Held: 96.3K ($10.1M)

About EFG

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