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 |
---|---|---|---|---|---|---|---|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
31.8KNew |
$3.06M - $3.38M
|
31.8K
$3.54M
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
25.8K+ 83.99% |
$2.48M - $2.75M
|
56.5K
$6.29M
|
|
May 08, 2025
Q1 2025
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
24.7KNew |
$2.38M - $2.63M
|
24.7K
$2.75M
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
21.7KNew |
$2.09M - $2.31M
|
21.7K
$2.42M
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
21.4K+ 14.81% |
$2.06M - $2.28M
|
166K
$18.5M
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
20.6K+ 17.53% |
$1.98M - $2.19M
|
138K
$15.4M
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
20KNew |
$1.92M - $2.13M
|
20K
$2.23M
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
19.5K+ 4.29% |
$1.88M - $2.08M
|
475K
$52.9M
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
19.3K+ 148.07% |
$1.85M - $2.05M
|
32.3K
$3.59M
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
19.2K+ 30.37% |
$1.84M - $2.04M
|
82.3K
$9.16M
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
18.4K+ 210.43% |
$1.77M - $1.96M
|
27.2K
$3.03M
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
17.9K+ 181.69% |
$1.72M - $1.9M
|
27.7K
$3.09M
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
17.2K+ 6.5% |
$1.65M - $1.82M
|
281K
$31.3M
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
16.8K+ 3.82% |
$1.62M - $1.79M
|
457K
$50.9M
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
15.9K+ 54.49% |
$1.53M - $1.69M
|
45K
$5.01M
|
|
May 16, 2025
Q1 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
14.9K+ 20.83% |
$1.44M - $1.59M
|
86.7K
$9.65M
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
14.8K+ 66.26% |
$1.43M - $1.58M
|
37.2K
$4.15M
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
BUY
|
- |
14.7K+ 42.32% |
$1.41M - $1.56M
|
49.3K
$5.49M
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
14.3KNew |
$1.38M - $1.52M
|
14.3K
$1.59M
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
14.3K+ 4684.92% |
$1.37M - $1.52M
|
14.6K
$1.62M
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
14.2KNew |
$1.37M - $1.51M
|
14.2K
$1.58M
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
13.7KNew |
$1.32M - $1.46M
|
13.7K
$1.53M
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
13.5K+ 232.23% |
$1.3M - $1.43M
|
19.3K
$2.15M
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12.6K+ 38.78% |
$1.21M - $1.34M
|
44.9K
$5M
|
|
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 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
12KNew |
$1.15M - $1.28M
|
12K
$1.34M
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
11.1KNew |
$1.07M - $1.18M
|
11.1K
$1.24M
|
|
May 09, 2025
Q1 2025
|
Empire Life Investments Inc.
|
BUY
|
- |
11.1K+ 29.81% |
$1.07M - $1.18M
|
48.3K
$5.38M
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
10.6K+ 13.76% |
$1.02M - $1.13M
|
87.7K
$9.76M
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
10.6KNew |
$1.02M - $1.13M
|
10.6K
$1.18M
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
9.86K+ 30.97% |
$948K - $1.05M
|
41.7K
$4.64M
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
9.2K+ 5.42% |
$884K - $979K
|
179K
$19.9M
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.77K+ 7.11% |
$842K - $932K
|
132K
$14.7M
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
8.33K+ 9.59% |
$800K - $886K
|
95.1K
$10.6M
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
8.19K+ 65.51% |
$787K - $871K
|
20.7K
$2.3M
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
7.08K+ 42.12% |
$680K - $753K
|
23.9K
$2.66M
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
6.68K+ 29.73% |
$642K - $711K
|
29.2K
$3.25M
|
|
May 12, 2025
Q1 2025
|
Staley Capital Advisers Inc
|
BUY
|
- |
6.52K+ 4.73% |
$627K - $694K
|
144K
$16.1M
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
6.23K+ 6.56% |
$598K - $662K
|
101K
$11.3M
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
6.21K+ 193.67% |
$596K - $660K
|
9.41K
$1.05M
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
6.12K+ 8.41% |
$588K - $651K
|
78.8K
$8.77M
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6.03K+ 20.85% |
$579K - $641K
|
34.9K
$3.89M
|
|
Apr 23, 2025
Q1 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
5.83KNew |
$560K - $620K
|
5.83K
$649K
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
5.74KNew |
$551K - $610K
|
5.74K
$639K
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
5.39K+ 90.69% |
$518K - $573K
|
11.3K
$1.26M
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
5.29KNew |
$508K - $563K
|
5.29K
$589K
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
5.22KNew |
$502K - $555K
|
5.22K
$581K
|
|
May 15, 2025
Q1 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
5.16KNew |
$495K - $548K
|
5.16K
$574K
|
|
May 27, 2025
Q1 2025
|
Addison Capital CO
|
BUY
|
- |
4.72K+ 34.55% |
$454K - $502K
|
18.4K
$2.05M
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
4.43K+ 174.56% |
$425K - $471K
|
6.96K
$775K
|