Latest Institutional Purchases of Msci Eafe Growth ETF (EFG)
This list provides information on the latest institutional transactions involving Msci Eafe Growth ETF (EFG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
805KNew |
$78M - $86.1M
|
805K
$81.7M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
672KNew |
$65.1M - $71.8M
|
672K
$68.2M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
536K+ 22.43% |
$51.9M - $57.3M
|
2.93M
$297M
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
275K+ 10.85% |
$26.6M - $29.4M
|
2.81M
$285M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
260K+ 18.71% |
$25.2M - $27.8M
|
1.65M
$168M
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
205K+ 30.35% |
$19.9M - $21.9M
|
881K
$89.5M
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
183K+ 237.34% |
$17.7M - $19.5M
|
260K
$26.4M
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
175K+ 22.75% |
$17M - $18.7M
|
946K
$96M
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
114K+ 160.47% |
$11.1M - $12.2M
|
185K
$18.8M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
111K+ 29.65% |
$10.7M - $11.8M
|
484K
$49.2M
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
90.7K+ 19.01% |
$8.78M - $9.69M
|
568K
$57.6M
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
87.8K+ 1203.58% |
$8.51M - $9.39M
|
95.1K
$9.66M
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
87K+ 9102.51% |
$8.43M - $9.3M
|
88K
$8.93M
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
79.3K+ 52.0% |
$7.68M - $8.48M
|
232K
$23.5M
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
73.4KNew |
$7.1M - $7.84M
|
73.4K
$7.45M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
67.2K+ 18.21% |
$6.51M - $7.19M
|
437K
$44.3M
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
57.8KNew |
$5.6M - $6.18M
|
57.8K
$5.87M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
57.3K+ 12.88% |
$5.55M - $6.13M
|
502K
$51M
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
51.5KNew |
$4.99M - $5.51M
|
51.5K
$5.23M
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
49.5K+ 163.63% |
$4.8M - $5.3M
|
79.8K
$8.1M
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
46.5KNew |
$4.5M - $4.97M
|
46.5K
$4.72M
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
45.7K+ 9.88% |
$4.42M - $4.88M
|
508K
$51.6M
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
40.4KNew |
$3.92M - $4.32M
|
40.4K
$4.1M
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
38.2K+ 108.53% |
$3.7M - $4.09M
|
73.5K
$7.46M
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
36KNew |
$3.49M - $3.85M
|
36K
$3.66M
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
35.8KNew |
$3.46M - $3.82M
|
35.8K
$3.63M
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
34.7K+ 10.88% |
$3.36M - $3.71M
|
354K
$35.9M
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
33.7K+ 32.84% |
$3.26M - $3.6M
|
136K
$13.8M
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
33.6KNew |
$3.25M - $3.59M
|
33.6K
$3.41M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
29K+ 2.51% |
$2.81M - $3.1M
|
1.18M
$120M
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
28.7K+ 656.29% |
$2.78M - $3.07M
|
33.1K
$3.36M
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
28.4K+ 14.42% |
$2.75M - $3.04M
|
226K
$22.9M
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
27.8K+ 20.29% |
$2.69M - $2.97M
|
165K
$16.7M
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
25.6KNew |
$2.48M - $2.73M
|
25.6K
$2.6M
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
24.2K+ 14.18% |
$2.35M - $2.59M
|
195K
$19.8M
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
23.5KNew |
$2.28M - $2.51M
|
23.5K
$2.39M
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
23.5K+ 5.44% |
$2.28M - $2.51M
|
456K
$46.3M
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
23K+ 15.91% |
$2.23M - $2.46M
|
168K
$17M
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
22.8K+ 22.71% |
$2.21M - $2.44M
|
123K
$12.5M
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
21.5K+ 18.88% |
$2.08M - $2.29M
|
135K
$13.7M
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
21.4K+ 138.76% |
$2.07M - $2.28M
|
36.8K
$3.73M
|
|
Feb 06, 2025
Q4 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
21.3K+ 21.32% |
$2.06M - $2.28M
|
121K
$12.3M
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
20.3K+ 21.77% |
$1.96M - $2.17M
|
113K
$11.5M
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
20K+ 15.46% |
$1.93M - $2.13M
|
149K
$15.1M
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
19.8K+ 40.79% |
$1.92M - $2.12M
|
68.4K
$6.94M
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
19.4K+ 71.59% |
$1.88M - $2.08M
|
46.6K
$4.73M
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
19.2K+ 736.68% |
$1.86M - $2.05M
|
21.8K
$2.22M
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
19K+ 10.65% |
$1.84M - $2.03M
|
197K
$20M
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
18.9K+ 35.13% |
$1.83M - $2.02M
|
72.6K
$7.37M
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
18.2K+ 132.63% |
$1.76M - $1.94M
|
31.9K
$3.23M
|