Institutional shares held 106 Million
100 calls
0 puts
Total value of holdings $11.1B
$10K calls
$0 puts
# of Institutions 899


Latest Institutional Activity in EFG

Top Purchases

Q1 2024
Sage View Advisory Group, LLC Shares Held: 2.79M ($292M)
Q1 2024
Jane Street Group, LLC Shares Held: 1.64M ($172M)
Q1 2024
Envestnet Asset Management Inc Shares Held: 16.9M ($1.77B)
Q1 2024
Cwm, LLC Shares Held: 1.79M ($188M)
Q1 2024
Jpmorgan Chase & CO Shares Held: 4.85M ($508M)

Top Sells

Q1 2024
Advisor Group Holdings, Inc. Shares Held: 347K ($36.3M)
Q1 2024
Jones Financial Companies Lllp Shares Held: 7.61M ($797M)
Q1 2024
Ae Wealth Management LLC Shares Held: 527K ($55.2M)
Q1 2024
Financial Gravity Asset Management, Inc. Shares Held: 2.52K ($264K)
Q1 2024
Bank Of America Corp Shares Held: 3.71M ($388M)

About EFG

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