Institutional shares held 199 Million
0 calls
0 puts
Total value of holdings $7.5B
$0 calls
$0 puts
# of Institutions 553


Latest Institutional Activity in HEFA

Top Purchases

Q1 2025
Envestnet Asset Management Inc Shares Held: 20.8M ($786M)
Q1 2025
Lpl Financial LLC Shares Held: 7.97M ($301M)
Q1 2025
Partners Capital Investment Group, LLP Shares Held: 6.09M ($230M)
Q1 2025
Ameriprise Financial Inc Shares Held: 5.77M ($218M)
Q1 2025
Jpmorgan Chase & CO Shares Held: 8.74M ($330M)

Top Sells

Q1 2025
Oversea Chinese Banking Corp LTD Shares Held: 37.7K ($1.43M)
Q1 2025
Quotient Wealth Partners, LLC Shares Held: 3.76M ($142M)
Q1 2025
Dynasty Wealth Management, LLC Shares Held: 3.88M ($147M)
Q1 2025
Advisor Group Holdings, Inc. Shares Held: 655K ($24.7M)
Q1 2025
Cx Institutional Shares Held: 843K ($31.8M)

About HEFA

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