Institutional shares held 99.7 Million
100 calls
0 puts
Total value of holdings $10.1B
$10K calls
$0 puts
# of Institutions 861


Latest Institutional Activity in EFG

Top Purchases

Q4 2023
Facet Wealth, Inc. Shares Held: 958K ($97M)
Q4 2023
United Capital Financial Advisers, LLC Shares Held: 486K ($49.2M)
Q4 2023
Htlf Bank Shares Held: 352K ($35.6M)
Q4 2023
Cary Street Partners Investment Advisory LLC Shares Held: 267K ($27.1M)
Q4 2023
Alera Investment Advisors, LLC Shares Held: 219K ($22.2M)

Top Sells

Q4 2023
Envestnet Asset Management Inc Shares Held: 16.1M ($1.63B)
Q4 2023
Advisor Group Holdings, Inc. Shares Held: 1.57M ($159M)
Q4 2023
Lpl Financial LLC Shares Held: 4.17M ($423M)
Q4 2023
Black Rock Inc. Shares Held: 1.89M ($191M)
Q4 2023
Envestnet Portfolio Solutions, Inc. Shares Held: 2.16M ($218M)

About EFG

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