Institutional shares held 109 Million
100 calls
0 puts
Total value of holdings $11.4B
$10K calls
$0 puts
# of Institutions 904

Latest Institutional Activity in EFG

Top Purchases

Q2 2024
Cwm, LLC Shares Held: 2.77M ($294M)
Q2 2024
Park Avenue Securities LLC Shares Held: 2.66M ($283M)
Q2 2024
Advocacy Wealth Management Services, LLC Shares Held: 343K ($36.5M)
Q2 2024
Austin Private Wealth, LLC Shares Held: 480K ($51M)
Q2 2024
Cypress Wealth Services, LLC Shares Held: 126K ($13.4M)

Top Sells

Q2 2024
Fragasso Group Inc. Shares Held: 12.5K ($1.33M)
Q2 2024
Omega Financial Group, LLC Shares Held: 39.1K ($4.16M)
Q2 2024
Simplicity Wealth,Llc Shares Held: 89.6K ($9.53M)
Q2 2024
Waller Financial Planning Group, Inc Shares Held: 47.4K ($5.04M)
Q2 2024
Global Wealth Strategies & Associates Shares Held: 3.15K ($335K)

About EFG

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