Institutional shares held 50.3 Million
0 calls
0 puts
Total value of holdings $1.5B
$0 calls
$0 puts
# of Institutions 122


Latest Institutional Activity in HDEF

Top Purchases

Q2 2025
O'Brien Wealth Partners LLC Shares Held: 1.79M ($53.3M)
Q2 2025
Wells Fargo & Company Shares Held: 875K ($26M)
Q2 2025
Brinker Capital Investments, LLC Shares Held: 628K ($18.7M)
Q2 2025
Lpl Financial LLC Shares Held: 443K ($13.2M)
Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 1.65M ($49.1M)

Top Sells

Q2 2025
Charles Schwab Investment Management Inc Shares Held: 31.2M ($927M)
Q2 2025
Bank Of America Corp Shares Held: 959K ($28.5M)
Q2 2025
Ssi Investment Management LLC Shares Held: 136K ($4.06M)
Q2 2025
Central Pacific Bank Trust Division Shares Held: 73.8K ($2.2M)
Q2 2025
Ubs Group Ag Shares Held: 842K ($25.1M)

About HDEF

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