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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
55New |
$5.34K - $5.84K
|
55
$5.78K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
47+ 42.73% |
$4.57K - $4.99K
|
157
$16.5K
|
|
|
Jul 18, 2024
Q2 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
38New |
$3.69K - $4.04K
|
38
$4K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
34New |
$3.3K - $3.61K
|
34
$3.57K
|
|
|
Jul 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
27New |
$2.62K - $2.87K
|
27
$2.84K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
25New |
$2.43K - $2.66K
|
25
$2.63K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
12+ 35.29% |
$1.17K - $1.28K
|
46
$4.84K
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
6New |
$583 - $638
|
6
$631
|
|
|
Aug 14, 2024
Q2 2024
|
Gould Capital, LLC
|
BUY
|
- |
5New |
$486 - $531
|
5
$526
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
2New |
$194 - $213
|
2
$210
|
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$97.2 - $106
|
1
$105
|
|
|
Jul 25, 2024
Q2 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 1.59% |
$97.2 - $106
|
64
$6.73K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1+ 0.31% |
$97.2 - $106
|
322
$33.9K
|
|
| Q1 2024 | |||||||
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.78M+ 56912.29% |
$261M - $292M
|
2.79M
$293M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
382K+ 58046.81% |
$35.8M - $40M
|
383K
$40.2M
|
|
|
May 15, 2024
Q1 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
128KNew |
$12M - $13.4M
|
128K
$13.5M
|
|
|
May 15, 2024
Q1 2024
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
128KNew |
$12M - $13.4M
|
128K
$13.5M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
57K+ 40.09% |
$5.35M - $5.98M
|
199K
$21M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
43.7K+ 13.51% |
$4.1M - $4.59M
|
368K
$38.7M
|
|
|
Apr 17, 2024
Q1 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
22.5K+ 670.65% |
$2.11M - $2.36M
|
25.9K
$2.72M
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
13.5KNew |
$1.26M - $1.41M
|
13.5K
$1.42M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
11.8K+ 30.62% |
$1.11M - $1.24M
|
50.5K
$5.31M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
10.1KNew |
$947K - $1.06M
|
10.1K
$1.06M
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
9.26KNew |
$868K - $971K
|
9.26K
$974K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
9.13K+ 33.65% |
$856K - $958K
|
36.3K
$3.81M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
3.88KNew |
$363K - $406K
|
3.88K
$407K
|
|
|
May 14, 2024
Q1 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
3.3KNew |
$309K - $346K
|
3.3K
$347K
|
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
2.81K+ 11.25% |
$264K - $295K
|
27.8K
$2.92M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
2.52KNew |
$236K - $264K
|
2.52K
$265K
|
|
|
May 15, 2024
Q1 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
2.47KNew |
$232K - $259K
|
2.47K
$260K
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.17KNew |
$204K - $228K
|
2.17K
$228K
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
2.02KNew |
$189K - $212K
|
2.02K
$212K
|
|
|
May 07, 2024
Q1 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
2.02KNew |
$189K - $212K
|
2.02K
$212K
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
1.14K+ 3.42% |
$107K - $119K
|
34.3K
$3.61M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
688+ 4.48% |
$64.5K - $72.1K
|
16K
$1.69M
|
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
478+ 3.86% |
$44.8K - $50.1K
|
12.9K
$1.35M
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
393+ 0.73% |
$36.9K - $41.2K
|
54.5K
$5.73M
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
382New |
$35.8K - $40.1K
|
382
$40.2K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
256New |
$24K - $26.8K
|
256
$26.9K
|
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
250New |
$23.4K - $26.2K
|
250
$26.3K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
248New |
$23.3K - $26K
|
248
$26.1K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
229+ 1.53% |
$21.5K - $24K
|
15.2K
$1.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
143+ 3.22% |
$13.4K - $15K
|
4.59K
$482K
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
77New |
$7.22K - $8.07K
|
77
$8.1K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
73New |
$6.85K - $7.65K
|
73
$7.68K
|
|
|
Apr 19, 2024
Q1 2024
|
Fluent Financial, LLC
|
BUY
|
- |
62+ 1.08% |
$5.81K - $6.5K
|
5.82K
$612K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
42+ 12.65% |
$3.94K - $4.4K
|
374
$39.3K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
40New |
$3.75K - $4.19K
|
40
$4.21K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
35New |
$3.28K - $3.67K
|
35
$3.68K
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
BUY
|
- |
28New |
$2.63K - $2.94K
|
28
$2.94K
|
|