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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
17New |
$1.22K - $1.5K
|
17
$1.73K
|
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
15New |
$1.08K - $1.32K
|
15
$1.52K
|
|
|
Nov 21, 2022
Q3 2022
|
Bray Capital Advisors
|
BUY
|
- |
2New |
$144 - $176
|
2
$203
|
|
| Q2 2022 | |||||||
|
Aug 02, 2022
Q2 2022
|
Advisor Os, LLC
|
BUY
|
- |
13.9KNew |
$1.08M - $1.36M
|
13.9K
$1.41M
|
|
|
Jul 26, 2022
Q2 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
5.1KNew |
$397K - $498K
|
5.1K
$517K
|
|
|
Jul 15, 2022
Q2 2022
|
Bt Wealth Management LLC
|
BUY
|
- |
5.02KNew |
$391K - $490K
|
5.02K
$509K
|
|
|
Aug 15, 2022
Q2 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.5KNew |
$273K - $342K
|
3.5K
$355K
|
|
|
Jul 25, 2022
Q2 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
3.29KNew |
$256K - $321K
|
3.29K
$334K
|
|
|
Aug 11, 2022
Q2 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
2.81KNew |
$219K - $275K
|
2.81K
$285K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.41KNew |
$110K - $138K
|
1.41K
$144K
|
|
|
Jul 22, 2022
Q2 2022
|
Silverhawk Asset Management, LLC
|
BUY
|
- |
1.31K+ 2.02% |
$102K - $128K
|
66.1K
$6.71M
|
|
|
Aug 10, 2022
Q2 2022
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
537New |
$41.9K - $52.5K
|
537
$54.5K
|
|
|
Aug 15, 2022
Q2 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
292New |
$22.8K - $28.6K
|
292
$29.6K
|
|
|
Aug 11, 2022
Q2 2022
|
Knott David M Jr
Syosset, NY |
BUY
|
- |
252New |
$19.6K - $24.6K
|
252
$25.6K
|
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
210+ 1.2% |
$16.4K - $20.5K
|
17.7K
$1.8M
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
205New |
$16K - $20K
|
205
$20.8K
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
93New |
$7.25K - $9.09K
|
93
$9.44K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
89New |
$6.94K - $8.7K
|
89
$9.03K
|
|
|
Aug 09, 2022
Q2 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
67+ 1.14% |
$5.22K - $6.55K
|
5.97K
$606K
|
|
|
Jul 15, 2022
Q2 2022
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
38+ 0.87% |
$2.96K - $3.72K
|
4.38K
$445K
|
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
21New |
$1.64K - $2.05K
|
21
$2.13K
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
20New |
$1.56K - $1.96K
|
20
$2.03K
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
15New |
$1.17K - $1.47K
|
15
$1.52K
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
9New |
$702 - $880
|
9
$914
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
CALL |
500KNew |
$43.7M - $55.3M
|
500K
$50.8M
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
108KNew |
$9.44M - $12M
|
108K
$11M
|
|
|
May 16, 2022
Q1 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
972New |
$84.9K - $107K
|
972
$98.7K
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
714New |
$62.3K - $78.9K
|
714
$72.5K
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
3.46KNew |
$364K - $393K
|
3.46K
$351K
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
620New |
$65.1K - $70.3K
|
620
$62.9K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
162New |
$17K - $18.4K
|
162
$16.4K
|
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
123New |
$12.9K - $14K
|
123
$12.5K
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
87New |
$9.14K - $9.87K
|
87
$8.83K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
61New |
$6.41K - $6.92K
|
61
$6.19K
|
|
|
Feb 10, 2022
Q4 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
26New |
$2.73K - $2.95K
|
26
$2.64K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
2.09KNew |
$221K - $238K
|
2.09K
$212K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
3.25KNew |
$332K - $355K
|
3.25K
$330K
|
|
|
Aug 02, 2021
Q2 2021
|
Optimum Investment Advisors
|
BUY
|
- |
200+ 80.97% |
$20.4K - $21.9K
|
447
$45.4K
|
|
|
Aug 13, 2021
Q2 2021
|
Tanaka Capital Management Inc
New York, NY |
BUY
|
- |
81New |
$8.27K - $8.86K
|
81
$8.22K
|
|
| Q1 2021 | |||||||
|
Jun 07, 2022
Q1 2021
|
True North Advisors, LLC
|
BUY
|
- |
3.51KNew |
$341K - $370K
|
3.51K
$356K
|
|
|
May 12, 2021
Q1 2021
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
422New |
$41K - $44.5K
|
422
$42.8K
|
|
|
Apr 22, 2021
Q1 2021
|
Emerson Wealth, LLC
|
BUY
|
- |
311New |
$30.2K - $32.8K
|
311
$31.6K
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
399New |
$34.4K - $40.5K
|
399
$40.5K
|
|
| Q3 2020 | |||||||
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
81KNew |
$6.77M - $7.44M
|
81K
$8.22M
|
|
|
Oct 27, 2020
Q3 2020
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
305New |
$25.5K - $28K
|
305
$31K
|
|
| Q4 2019 | |||||||
|
Jan 30, 2020
Q4 2019
|
Oldfather Financial Services, LLC
|
BUY
|
- |
2.86KNew |
$224K - $248K
|
2.86K
$291K
|
|
|
Feb 10, 2020
Q4 2019
|
Goldstein Munger & Associates
San Ramon, CA |
BUY
|
- |
23+ 0.29% |
$1.8K - $2K
|
7.92K
$804K
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Meitav Dash Investments LTD
|
BUY
|
- |
3.12KNew |
$239K - $256K
|
3.12K
$316K
|
|
| Q1 2019 | |||||||
|
Apr 26, 2019
Q1 2019
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
11.9KNew |
$811K - $927K
|
11.9K
$1.21M
|
|
| Q4 2018 | |||||||
|
Feb 15, 2019
Q4 2018
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
90+ 900.0% |
$6.01K - $7.23K
|
100
$10.2K
|
|