Institutional shares held 44.1 Million
0 calls
0 puts
Total value of holdings $1.12B
$0 calls
$0 puts
# of Institutions 92


Latest Institutional Activity in HDEF

Top Purchases

Q2 2024
Allworth Financial LP Shares Held: 1.63M ($41.5M)
Q2 2024
Geneos Wealth Management Inc. Shares Held: 393K ($10M)
Q2 2024
Aprio Wealth Management, LLC Shares Held: 120K ($3.06M)
Q2 2024
White Pine Investment CO Shares Held: 517K ($13.2M)
Q2 2024
Dynamic Advisor Solutions LLC Shares Held: 68.2K ($1.74M)

Top Sells

Q2 2024
Tsfg, LLC Shares Held: 110K ($2.81M)
Q2 2024
Wealth Enhancement Advisory Services, LLC Shares Held: 1.27M ($32.5M)
Q2 2024
Columbus Macro, LLC Shares Held: 258K ($6.58M)
Q2 2024
Ssi Investment Management LLC Shares Held: 144K ($3.67M)
Q2 2024
First Hawaiian Bank Shares Held: 53K ($1.35M)

About HDEF

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