Institutional shares held 158 Million
100 calls
0 puts
Total value of holdings $15.9B
$10K calls
$0 puts
# of Institutions 1,079


Latest Institutional Activity in EFG

Top Purchases

Q1 2025
Merit Financial Group, LLC Shares Held: 449K ($45.3M)
Q1 2025
Mc Naughton Wealth Management, LLC Shares Held: 31.8K ($3.21M)
Q1 2025
Nbc Securities, Inc. Shares Held: 31.1K ($3.14M)
Q1 2025
Quent Capital, LLC Shares Held: 475K ($47.9M)
Q1 2025
Fifth Third Wealth Advisors LLC Shares Held: 11.3K ($1.14M)

Top Sells

Q1 2025
Rfg Advisory, LLC Shares Held: 74.3K ($7.49M)
Q1 2025
Sig Fig Wealth Management, LLC Shares Held: 41.2K ($4.16M)
Q1 2025
Lvw Advisors, LLC Shares Held: 10.4K ($1.05M)
Q1 2025
Lantz Financial LLC Shares Held: 29.2K ($2.95M)
Q1 2025
Cerro Pacific Wealth Advisors LLC Shares Held: 38.9K ($3.92M)

About EFG

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