Purchases and Sales Made in Q3 2022 in Msci Eafe Growth ETF (EFG)
This table provides information about the institutional ownership of Msci Eafe Growth ETF (EFG) during Q3 2022. The information is specifically focused on institutions that hold shares of MSCI EAFE GROWTH ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 13, 2022
Q3 2022
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
48.5KNew |
$3.49M - $4.27M
|
48.5K
$4.83M
|
|
Oct 24, 2022
Q3 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
47.5K+ 45.49% |
$3.41M - $4.18M
|
152K
$15.1M
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
46.9K+ 28.81% |
$3.37M - $4.13M
|
209K
$20.9M
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
46.5K+ 21.96% |
$3.34M - $4.1M
|
258K
$25.7M
|
|
Nov 09, 2022
Q3 2022
|
Hyman Charles D
|
BUY
|
- |
46K+ 273.35% |
$3.31M - $4.05M
|
62.8K
$6.26M
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
44.3K+ 32.64% |
$3.19M - $3.9M
|
180K
$17.9M
|
|
Nov 16, 2022
Q3 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
42.7KNew |
$3.07M - $3.76M
|
42.7K
$4.26M
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
42.3K+ 20.92% |
$3.04M - $3.73M
|
244K
$24.4M
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
42K+ 5.32% |
$3.02M - $3.7M
|
832K
$82.9M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
41.7K+ 29.93% |
$3M - $3.67M
|
181K
$18M
|
|
Oct 12, 2022
Q3 2022
|
Tri Star Advisors Inc.
|
BUY
|
- |
40.5K+ 51.49% |
$2.91M - $3.57M
|
119K
$11.9M
|
|
Nov 14, 2022
Q3 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
40.4K+ 144.28% |
$2.9M - $3.56M
|
68.3K
$6.81M
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
39.8K+ 61.48% |
$2.86M - $3.5M
|
104K
$10.4M
|
|
Sep 06, 2024
Q3 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
39K+ 821.53% |
$2.8M - $3.43M
|
43.7K
$4.36M
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
38.6K+ 12.5% |
$2.77M - $3.4M
|
347K
$34.6M
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
37.7K+ 20.14% |
$2.71M - $3.32M
|
225K
$22.4M
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
36.7K+ 68.31% |
$2.64M - $3.24M
|
90.5K
$9.02M
|
|
Oct 12, 2022
Q3 2022
|
Tnf LLC
|
BUY
|
- |
34.4K+ 42.61% |
$2.47M - $3.03M
|
115K
$11.5M
|
|
Nov 03, 2022
Q3 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
33.7KNew |
$2.42M - $2.97M
|
33.7K
$3.36M
|
|
Nov 14, 2022
Q3 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
33.5KNew |
$2.41M - $2.95M
|
33.5K
$3.33M
|
|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
32.9K+ 50.61% |
$2.36M - $2.9M
|
97.8K
$9.75M
|
|
Nov 15, 2022
Q3 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
32.8K+ 37.73% |
$2.36M - $2.89M
|
120K
$12M
|
|
Oct 19, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
32.3KNew |
$2.32M - $2.85M
|
32.3K
$3.22M
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
32K+ 9.15% |
$2.3M - $2.82M
|
381K
$38M
|
|
Oct 17, 2022
Q3 2022
|
One Advisory Partners, LLC
|
BUY
|
- |
31.5K+ 38.67% |
$2.26M - $2.77M
|
113K
$11.2M
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
30.8K+ 11.68% |
$2.21M - $2.71M
|
294K
$29.3M
|
|
Oct 12, 2022
Q3 2022
|
Stone House Investment Management, LLC
|
BUY
|
- |
29.5K+ 34.46% |
$2.12M - $2.6M
|
115K
$11.5M
|
|
Nov 01, 2022
Q3 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
29.4K+ 86.48% |
$2.11M - $2.59M
|
63.4K
$6.32M
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
29.1K+ 182.82% |
$2.1M - $2.57M
|
45.1K
$4.49M
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
28.8K+ 25.18% |
$2.07M - $2.53M
|
143K
$14.3M
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
28.5KNew |
$2.05M - $2.51M
|
28.5K
$2.84M
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
28.1K+ 36.22% |
$2.02M - $2.48M
|
106K
$10.5M
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
28.1K+ 36.22% |
$2.02M - $2.48M
|
106K
$10.5M
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
27.7K+ 41.84% |
$1.99M - $2.44M
|
93.8K
$9.35M
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
27.6KNew |
$1.99M - $2.44M
|
27.6K
$2.76M
|
|
Oct 19, 2022
Q3 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
26.2K+ 11.54% |
$1.89M - $2.31M
|
254K
$25.3M
|
|
Nov 14, 2022
Q3 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
25.7K+ 25.2% |
$1.84M - $2.26M
|
127K
$12.7M
|
|
Nov 09, 2022
Q3 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
25.1KNew |
$1.8M - $2.21M
|
25.1K
$2.5M
|
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
24.7KNew |
$1.78M - $2.18M
|
24.7K
$2.46M
|
|
Nov 10, 2022
Q3 2022
|
Covenant Partners, LLC
|
BUY
|
- |
23.8K+ 13.87% |
$1.71M - $2.1M
|
195K
$19.5M
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
23.5KNew |
$1.69M - $2.07M
|
23.5K
$2.35M
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
23.3KNew |
$1.67M - $2.05M
|
23.3K
$2.32M
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
BUY
|
- |
22.7K+ 57.53% |
$1.63M - $2M
|
62.1K
$6.19M
|
|
Oct 20, 2022
Q3 2022
|
Mcia Inc
|
BUY
|
- |
22.2K+ 15.25% |
$1.59M - $1.95M
|
168K
$16.7M
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
21.8K+ 30.87% |
$1.57M - $1.92M
|
92.3K
$9.2M
|
|
Nov 14, 2022
Q3 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
21.5K+ 218.41% |
$1.54M - $1.89M
|
31.3K
$3.12M
|
|
Oct 31, 2022
Q3 2022
|
Paragon Advisors, LLC
|
BUY
|
- |
21.1KNew |
$1.52M - $1.86M
|
21.1K
$2.1M
|
|
Nov 01, 2022
Q3 2022
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
21KNew |
$1.51M - $1.85M
|
21K
$2.09M
|
|
Nov 02, 2022
Q3 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
20.8K+ 48.98% |
$1.5M - $1.83M
|
63.3K
$6.31M
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
20.7K+ 11.73% |
$1.49M - $1.82M
|
197K
$19.7M
|