Latest Institutional Sells of Msci Eafe Growth ETF (EFG)
This list provides information on the latest institutional transactions involving Msci Eafe Growth ETF (EFG) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.23M- 77.98% |
$115M - $129M
|
347K
$36M
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-776K- 9.26% |
$72.8M - $81.4M
|
7.61M
$790M
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-462K- 46.72% |
$43.3M - $48.4M
|
527K
$54.7M
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-284K- 99.12% |
$26.6M - $29.8M
|
2.52K
$261K
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-182K- 4.67% |
$17M - $19.1M
|
3.71M
$385M
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-175K- 77.84% |
$16.4M - $18.3M
|
49.7K
$5.16M
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-133K- 13.7% |
$12.4M - $13.9M
|
836K
$86.8M
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-117K- 36.41% |
$11M - $12.2M
|
204K
$21.2M
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-113K- 77.97% |
$10.6M - $11.9M
|
32.1K
$3.33M
|
|
Apr 15, 2024
Q1 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-92.1K- 42.72% |
$8.64M - $9.66M
|
124K
$12.8M
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-64.4K- 38.33% |
$6.04M - $6.76M
|
104K
$10.8M
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-60.2K- 52.44% |
$5.65M - $6.31M
|
54.6K
$5.67M
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-38.1K- 85.04% |
$3.58M - $4M
|
6.71K
$697K
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-32.8K- 68.14% |
$3.08M - $3.44M
|
15.3K
$1.59M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-31.9K- 8.47% |
$2.99M - $3.35M
|
345K
$35.8M
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-30.2K- 87.81% |
$2.84M - $3.17M
|
4.2K
$436K
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-28.5K- 17.74% |
$2.67M - $2.99M
|
132K
$13.7M
|
|
May 14, 2024
Q1 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-24K- 78.69% |
$2.25M - $2.52M
|
6.5K
$675K
|
|
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-23.9K- 88.38% |
$2.24M - $2.5M
|
3.14K
$326K
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-22.3K- 15.82% |
$2.09M - $2.34M
|
119K
$12.3M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-22.1K- 3.57% |
$2.07M - $2.31M
|
596K
$61.9M
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-21.3K- 25.7% |
$2M - $2.23M
|
61.6K
$6.39M
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-21K- 63.87% |
$1.97M - $2.2M
|
11.9K
$1.23M
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-19.7K- 18.03% |
$1.85M - $2.07M
|
89.7K
$9.32M
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-18.7K- 14.39% |
$1.75M - $1.96M
|
111K
$11.5M
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-18.2K- 30.95% |
$1.7M - $1.91M
|
40.5K
$4.21M
|
|
Apr 30, 2024
Q1 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-18K- 6.52% |
$1.68M - $1.88M
|
257K
$26.7M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-17K- 7.43% |
$1.59M - $1.78M
|
211K
$21.9M
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-16.2K- 1.23% |
$1.52M - $1.7M
|
1.3M
$135M
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-15.6K- 6.57% |
$1.47M - $1.64M
|
222K
$23.1M
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-14.7K- 73.52% |
$1.38M - $1.54M
|
5.29K
$549K
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-14.2K- 4.59% |
$1.33M - $1.49M
|
295K
$30.7M
|
|
May 01, 2024
Q1 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-11.1K- 39.7% |
$1.04M - $1.16M
|
16.8K
$1.75M
|
|
Apr 02, 2024
Q1 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-10.1K- 17.16% |
$945K - $1.06M
|
48.7K
$5.05M
|
|
May 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-10K- 4.58% |
$940K - $1.05M
|
209K
$21.7M
|
|
Apr 17, 2024
Q1 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-9.85K- 8.74% |
$924K - $1.03M
|
103K
$10.7M
|
|
May 03, 2024
Q1 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-9.37K- 15.13% |
$879K - $982K
|
52.6K
$5.46M
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-9.28K- 16.65% |
$871K - $973K
|
46.5K
$4.82M
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-9.26K- 17.34% |
$868K - $971K
|
44.1K
$4.58M
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-9.16K- 4.67% |
$859K - $961K
|
187K
$19.4M
|
|
May 14, 2024
Q1 2024
|
Washington Trust Bank
|
SELL
|
- |
-8.95K- 57.22% |
$839K - $938K
|
6.69K
$694K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-8.12K- 1.44% |
$761K - $851K
|
554K
$57.5M
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-7.99K- 6.06% |
$750K - $838K
|
124K
$12.9M
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-7.74K- 3.08% |
$726K - $812K
|
244K
$25.3M
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-7.72K- 18.56% |
$724K - $809K
|
33.9K
$3.52M
|
|
Apr 25, 2024
Q1 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-7.69K- 2.19% |
$721K - $806K
|
344K
$35.7M
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-7.65K- 41.35% |
$717K - $802K
|
10.8K
$1.13M
|
|
May 14, 2024
Q1 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-7.3K- 25.0% |
$685K - $765K
|
21.9K
$2.27M
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-7.23K- 24.92% |
$678K - $758K
|
21.8K
$2.26M
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-7.07K- 19.6% |
$663K - $741K
|
29K
$3.01M
|