Institutional shares held 154 Million
100 calls
0 puts
Total value of holdings $15.3B
$9K calls
$0 puts
# of Institutions 1,073


Latest Institutional Activity in EFG

Top Purchases

Q1 2025
Merit Financial Group, LLC Shares Held: 449K ($44.5M)
Q1 2025
Simplicity Wealth,Llc Shares Held: 66.7K ($6.61M)
Q1 2025
Mc Naughton Wealth Management, LLC Shares Held: 31.8K ($3.15M)
Q1 2025
Nbc Securities, Inc. Shares Held: 31.1K ($3.09M)
Q1 2025
Channel Wealth LLC Shares Held: 27.1K ($2.69M)

Top Sells

Q1 2025
Park Avenue Securities LLC Shares Held: 1.58M ($157M)
Q1 2025
Janney Montgomery Scott LLC Shares Held: 923K ($91.5M)
Q1 2025
Sagespring Wealth Partners, LLC Shares Held: 427K ($42.3M)
Q1 2025
Mc Kinley Carter Wealth Services, Inc. Shares Held: 48.1K ($4.77M)
Q1 2025
Consilio Wealth Advisors, LLC Shares Held: 12.4K ($1.23M)

About EFG

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