Institutional shares held 3.74 Million
0 calls
0 puts
Total value of holdings $112M
$0 calls
$0 puts
# of Institutions 45


Latest Institutional Activity in HEEM

Top Purchases

Q1 2025
Tiaa Trust, National Association Shares Held: 912K ($27.4M)
Q1 2025
Wells Fargo & Company Shares Held: 341K ($10.2M)
Q1 2025
Citadel Advisors LLC Shares Held: 95.9K ($2.88M)
Q1 2025
Ameriprise Financial Inc Shares Held: 26.5K ($796K)
Q1 2025
Wealth Preservation Advisors, LLC Shares Held: 17.6K ($528K)

Top Sells

Q1 2025
Old Mission Capital LLC Shares Held: 9.13K ($274K)
Q1 2025
Whipplewood Advisors, LLC Shares Held: 580 ($17.4K)
Q1 2025
Coldstream Capital Management Inc Shares Held: 305K ($9.17M)
Q1 2025
Jones Financial Companies Lllp Shares Held: 128 ($3.85K)
Q1 2025
Ubs Group Ag Shares Held: 26.7K ($803K)

About HEEM

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