Institutional shares held 80.1 Million
100 calls
0 puts
Total value of holdings $9.19B
$11K calls
$0 puts
# of Institutions 1,119


Latest Institutional Activity in EFG

Top Purchases

Q4 2025
Procyon Advisors, LLC Shares Held: 66.3K ($7.61M)
Q4 2025
Asempa Wealth Advisors Shares Held: 8.85K ($1.02M)
Q4 2025
Central Pacific Bank Trust Division Shares Held: 6.45K ($740K)
Q4 2025
Affinity Capital Advisors, LLC Shares Held: 143K ($16.5M)
Q4 2025
Baker Tilly Wealth Management, LLC Shares Held: 2.22K ($254K)

Top Sells

Q4 2025
Sagespring Wealth Partners, LLC Shares Held: 262K ($30.1M)
Q4 2025
Park Avenue Securities LLC Shares Held: 233K ($26.7M)
Q4 2025
Unique Wealth, LLC Shares Held: 8.92K ($1.02M)
Q4 2025
Centerline Wealth Advisors, LLC Shares Held: 6.61K ($758K)
Q4 2025
Cyndeo Wealth Partners, LLC Shares Held: 2.73K ($313K)

About EFG

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