Institutional shares held 43.5 Million
0 calls
0 puts
Total value of holdings $1.04B
$0 calls
$0 puts
# of Institutions 86


Latest Institutional Activity in HDEF

Top Purchases

Q1 2024
Tsfg, LLC Shares Held: 195K ($4.66M)
Q1 2024
Columbus Macro, LLC Shares Held: 267K ($6.4M)
Q1 2024
First Hawaiian Bank Shares Held: 55.9K ($1.34M)
Q1 2024
Annex Advisory Services, LLC Shares Held: 16.6K ($398K)
Q1 2024
Aprio Wealth Management, LLC Shares Held: 105K ($2.51M)

Top Sells

Q1 2024
Wealth Enhancement Advisory Services, LLC Shares Held: 1.35M ($32.4M)
Q1 2024
Cwm, LLC Shares Held: 6.93K ($166K)
Q4 2023
Wcg Wealth Advisors LLC Shares Held: 635K ($15.2M)
Q4 2023
Allworth Financial LP Shares Held: 1.63M ($38.9M)
Q4 2023
Beta Wealth Group, Inc. Shares Held: 193K ($4.62M)

About HDEF

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