Latest Institutional Transactions on Msci Eafe Growth ETF (EFG)
This table provides information on the latest institutional transactions involving Msci Eafe Growth ETF (EFG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
743+ 14.18% |
$71.4K - $79K
|
5.98K
$666K
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
319+ 14.4% |
$30.7K - $33.9K
|
2.54K
$282K
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
125+ 11.26% |
$12K - $13.3K
|
1.24K
$137K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-4.03K- 41.5% |
$387K - $428K
|
5.68K
$632K
|
|
|
May 16, 2025
Q1 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
14.9K+ 20.83% |
$1.44M - $1.59M
|
86.7K
$9.65M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.48K- 43.47% |
$142K - $157K
|
1.93K
$214K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-28.2K- 14.38% |
$2.71M - $3M
|
168K
$18.7M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-42.1K- 31.27% |
$4.05M - $4.48M
|
92.5K
$10.3M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6+ 2.27% |
$577 - $638
|
270
$30.1K
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-27.4K- 19.85% |
$2.64M - $2.92M
|
111K
$12.3M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-32.2K- 19.95% |
$3.1M - $3.43M
|
129K
$14.4M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
3.81K+ 4.75% |
$366K - $405K
|
84K
$9.35M
|
|
|
May 15, 2025
Q1 2025
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
700+ 47.95% |
$67.3K - $74.5K
|
2.16K
$240K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-5.94K- 50.69% |
$571K - $632K
|
5.78K
$643K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
935KNew |
$89.8M - $99.4M
|
935K
$104M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-1.52K- 26.76% |
$146K - $162K
|
4.16K
$463K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-2.08K- 1.09% |
$200K - $221K
|
188K
$21M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
12.1KNew |
$1.16M - $1.28M
|
12.1K
$1.34M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-104K- 49.77% |
$9.99M - $11.1M
|
105K
$11.7M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
6.21K+ 193.67% |
$596K - $660K
|
9.41K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-28.5K- 35.0% |
$2.74M - $3.03M
|
52.9K
$5.88M
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
SELL
|
- |
-2.8K- 9.54% |
$269K - $298K
|
26.6K
$2.96M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
17.2K+ 6.5% |
$1.65M - $1.82M
|
281K
$31.3M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-208- 1.92% |
$20K - $22.1K
|
10.6K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-340K- 38.44% |
$32.7M - $36.2M
|
544K
$60.6M
|
|
|
May 15, 2025
Q1 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
186+ 0.11% |
$17.9K - $19.8K
|
168K
$18.7M
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-67.5K- 41.05% |
$6.49M - $7.18M
|
97K
$10.8M
|
|
|
May 15, 2025
Q1 2025
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-761- 6.97% |
$73.1K - $80.9K
|
10.2K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
63+ 0.71% |
$6.05K - $6.7K
|
8.93K
$994K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.64K- 28.2% |
$158K - $175K
|
4.18K
$466K
|
|
|
May 15, 2025
Q1 2025
|
Harding Loevner LP
Bridgewater, NJ |
SELL
|
- |
-19.4K- 68.37% |
$1.87M - $2.07M
|
8.99K
$1M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.11K+ 1.87% |
$299K - $331K
|
169K
$18.8M
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-2.2K- 16.69% |
$212K - $234K
|
11K
$1.22M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-130K- 38.89% |
$12.4M - $13.8M
|
204K
$22.7M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-3.74K- 23.88% |
$359K - $398K
|
11.9K
$1.33M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-960K- 18.88% |
$92.3M - $102M
|
4.13M
$459M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.03M- 20.8% |
$98.8M - $109M
|
3.91M
$436M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-93- 2.07% |
$8.94K - $9.89K
|
4.39K
$489K
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-4.39K- 62.36% |
$422K - $467K
|
2.65K
$295K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
3.05K+ 6.18% |
$293K - $325K
|
52.4K
$5.84M
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
19.3K+ 148.07% |
$1.85M - $2.05M
|
32.3K
$3.59M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.97K- 35.13% |
$190K - $210K
|
3.64K
$405K
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.54K- 18.82% |
$148K - $164K
|
6.64K
$739K
|
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
6.68K+ 29.73% |
$642K - $711K
|
29.2K
$3.25M
|
|
|
May 15, 2025
Q1 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
5.16KNew |
$495K - $548K
|
5.16K
$574K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
168+ 4.49% |
$16.1K - $17.9K
|
3.91K
$435K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-274- 9.04% |
$26.3K - $29.1K
|
2.76K
$307K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
100K+ 15.21% |
$9.63M - $10.7M
|
759K
$84.5M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-6.25K- 9.25% |
$601K - $665K
|
61.3K
$6.83M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-39.8K- 8.83% |
$3.82M - $4.23M
|
411K
$45.7M
|