Institutional shares held 80.1 Million
100 calls
0 puts
Total value of holdings $9.19B
$11K calls
$0 puts
# of Institutions 1,112


Latest Institutional Activity in EFG

Top Purchases

Q4 2025
Waller Financial Planning Group, Inc Shares Held: 199K ($22.8M)
Q4 2025
Savvy Advisors, Inc. Shares Held: 178K ($20.5M)
Q4 2025
Procyon Advisors, LLC Shares Held: 66.3K ($7.61M)
Q4 2025
Net Worth Advisory Group Shares Held: 33.3K ($3.82M)
Q4 2025
Octavia Wealth Advisors, LLC Shares Held: 325K ($37.3M)

Top Sells

Q4 2025
Sagespring Wealth Partners, LLC Shares Held: 262K ($30.1M)
Q4 2025
Park Avenue Securities LLC Shares Held: 233K ($26.7M)
Q4 2025
Jb Capital LLC Shares Held: 16.5K ($1.89M)
Q4 2025
Unique Wealth, LLC Shares Held: 8.92K ($1.02M)
Q4 2025
Austin Private Wealth, LLC Shares Held: 50.2K ($5.75M)

About EFG

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