Institutional shares held 49.5 Million
0 calls
0 puts
Total value of holdings $1.39B
$0 calls
$0 puts
# of Institutions 110


Latest Institutional Activity in HDEF

Top Purchases

Q1 2025
ETF Portfolio Partners, Inc. Shares Held: 266K ($7.45M)
Q1 2025
Crossmark Global Holdings, Inc. Shares Held: 40.3K ($1.13M)
Q1 2025
Allworth Financial LP Shares Held: 1.82M ($51.1M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 1.54M ($43.3M)
Q1 2025
Valmark Advisers, Inc. Shares Held: 281K ($7.89M)

Top Sells

Q1 2025
Tsfg, LLC Shares Held: 198K ($5.55M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 482K ($13.5M)
Q1 2025
Columbus Macro, LLC Shares Held: 415K ($11.6M)
Q1 2025
First Hawaiian Bank Shares Held: 61.9K ($1.74M)
Q1 2025
White Pine Investment CO Shares Held: 265K ($7.44M)

About HDEF

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