Institutional shares held 5.12 Million
0 calls
0 puts
Total value of holdings $255M
$0 calls
$0 puts
# of Institutions 92


Latest Institutional Activity in EFAX

Top Purchases

Q3 2025
Gemmer Asset Management LLC Shares Held: 569K ($28.3M)
Q3 2025
Cerity Partners LLC Shares Held: 115K ($5.71M)
Q3 2025
Flputnam Investment Management CO Shares Held: 302K ($15M)
Q3 2025
Bailard, Inc. Shares Held: 177K ($8.84M)
Q3 2025
Steel Peak Wealth Management LLC Shares Held: 6.47K ($322K)

Top Sells

Q3 2025
Miracle Mile Advisors, LLC Shares Held: 103K ($5.11M)
Q3 2025
First National Corp Shares Held: 13.3K ($663K)
Q3 2025
Geneos Wealth Management Inc. Shares Held: 17 ($846)
Q3 2025
Institute For Wealth Management, Llc. Shares Held: 55K ($2.74M)
Q3 2025
N.E.W. Advisory Services LLC Shares Held: 1.78K ($88.7K)

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