Institutional shares held 50.6 Million
0 calls
0 puts
Total value of holdings $1.49B
$0 calls
$0 puts
# of Institutions 130


Latest Institutional Activity in HDEF

Top Purchases

Q3 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 1.69M ($49.6M)
Q3 2025
5 T Wealth, LLC Shares Held: 22K ($647K)
Q3 2025
Geneos Wealth Management Inc. Shares Held: 969K ($28.5M)
Q3 2025
Janney Montgomery Scott LLC Shares Held: 12.2K ($359K)
Q3 2025
Orin Green Financial, LLC Shares Held: 11.6K ($341K)

Top Sells

Q3 2025
Commonwealth Equity Services, LLC Shares Held: 167K ($4.9M)
Q3 2025
O'Brien Wealth Partners LLC Shares Held: 1.79M ($52.4M)
Q3 2025
White Pine Investment CO Shares Held: 253K ($7.44M)
Q3 2025
Private Trust CO Na Shares Held: 4K ($117K)
Q3 2025
Merit Financial Group, LLC Shares Held: 8.06K ($237K)

About HDEF

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