Institutional shares held 120 Million
100 calls
77 puts
Total value of holdings $13.3B
$11K calls
$8K puts
# of Institutions 1,089


Latest Institutional Activity in EFG

Top Purchases

Q2 2025
Merit Financial Group, LLC Shares Held: 554K ($61.2M)
Q2 2025
Simplicity Wealth,Llc Shares Held: 126K ($13.9M)
Q2 2025
Octavia Wealth Advisors, LLC Shares Held: 293K ($32.3M)
Q2 2025
Truist Financial Corp Shares Held: 333K ($36.8M)
Q2 2025
Net Worth Advisory Group Shares Held: 32.6K ($3.61M)

Top Sells

Q2 2025
Life Line Wealth Management LLC Shares Held: 11.6K ($1.28M)
Q2 2025
Lineweaver Wealth Advisors, LLC Shares Held: 78.3K ($8.66M)
Q2 2025
Farther Finance Advisors, LLC Shares Held: 119K ($13.1M)
Q2 2025
Cardinal Strategic Wealth Guidance Shares Held: 145K ($16.1M)
Q2 2025
Clayton Financial Group LLC Shares Held: 3.29K ($364K)

About EFG

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