Institutional shares held 113 Million
100 calls
0 puts
Total value of holdings $11.5B
$10K calls
$0 puts
# of Institutions 917


Latest Institutional Activity in EFG

Top Purchases

Q2 2024
Envestnet Portfolio Solutions, Inc. Shares Held: 3.74M ($381M)
Q2 2024
Cwm, LLC Shares Held: 2.77M ($281M)
Q2 2024
Park Avenue Securities LLC Shares Held: 2.66M ($271M)
Q2 2024
Janney Montgomery Scott LLC Shares Held: 1.49M ($152M)
Q2 2024
Jb Capital LLC Shares Held: 823K ($83.7M)

Top Sells

Q2 2024
Kickstand Ventures, Llc. Shares Held: 34.8K ($3.54M)
Q2 2024
Country Club Bank Shares Held: 218K ($22.1M)
Q2 2024
Cary Street Partners Asset Management LLC Shares Held: 31.3K ($3.18M)
Q2 2024
1900 Wealth Management LLC Shares Held: 68.9K ($7.01M)
Q2 2024
Tanglewood Wealth Management, Inc. Shares Held: 67.2K ($6.84M)

About EFG

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