EFG ($EFG) Insider Trading & Smart Money Activity

EFG · Latest filing Oct 16, 2026

$EFG has 8 13F position changes on file.

Insider buyers (12 mo): 0
Insider sellers (12 mo): 0
Net insider $ (12 mo): $0
Congress trades (12 mo): 0
13F moves on file: 8
Analyst ratings on file: 0

EFG insider buying and selling by quarter

Quarter	Congress buys / sales	13F added / cut
Q1 2026	0 / 0	0 / 0
Q2 2026	0 / 0	0 / 0
Q3 2026	0 / 0	0 / 0
Q4 2026	0 / 0	2 / 6

Insider buys and sales count open-market trades only (Form 4 codes P and S). Grants, option exercises and tax withholding are left out.

All EFG insider, congress, 13F and analyst activity

Date	Source	Who	Action	Shares	Value / amount	Story
Oct 16, 2026	13F	Trust Co of Toledo Na	Sold out	-121.82K sh		Read
Oct 16, 2026	13F	IFP Advisors	Reduced	-71.41K sh	$10.53M	—
Oct 16, 2026	13F	Financial Synergies Wealth Advisors	Added	+9.73K sh	$58.64M	—
Oct 15, 2026	13F	Blue Trust	Reduced	-14.83K sh	$6.12M	—
Oct 15, 2026	13F	Atria Investments	Reduced	-56.12K sh	$31.30M	—
Oct 14, 2026	13F	Thurston, Springer, Miller, Herd & Titak	Reduced	-8.29K sh	$95.62K	—
Oct 14, 2026	13F	Summit Financial Strategies	Added	+1.15K sh	$494.30K	—
Oct 14, 2026	13F	Focus Financial Network	Reduced	-7.55K sh	$1.94M	—

1W / 1M / 6M = how EFG moved from the trade or filing date.

Institutions moving EFG (13F)

Frequently asked questions

Which institutions changed their EFG positions?

Recent 13F filers moving the stock include Trust Co of Toledo Na, IFP Advisors, Financial Synergies Wealth Advisors, Blue Trust and Atria Investments.

All stocks Insider cluster buys Top insider purchases Congress 13F institutions

Data comes from public SEC Form 4 and 13F filings and STOCK Act disclosures. Dates are the trade or filing date reported. This page is for research only and is not investment advice.

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