Institutional shares held 179 Million
0 calls
0 puts
Total value of holdings $6.39B
$0 calls
$0 puts
# of Institutions 414


Latest Institutional Activity in HEFA

Top Purchases

Q1 2024
Envestnet Asset Management Inc Shares Held: 27.5M ($983M)
Q1 2024
Lpl Financial LLC Shares Held: 6.01M ($215M)
Q1 2024
Dynasty Wealth Management, LLC Shares Held: 4.26M ($152M)
Q1 2024
Jpmorgan Chase & CO Shares Held: 7.94M ($283M)
Q1 2024
Envestnet Portfolio Solutions, Inc. Shares Held: 3.23M ($115M)

Top Sells

Q1 2024
Goldman Sachs Group Inc Shares Held: 47.6M ($1.7B)
Q1 2024
Partners Capital Investment Group, LLP Shares Held: 1.02M ($36.3M)
Q1 2024
Adamsbrown Wealth Consultants LLC Shares Held: 552K ($19.7M)
Q1 2024
Jordan Park Group LLC Shares Held: 1.08M ($38.5M)
Q1 2024
Rfg Advisory, LLC Shares Held: 164K ($5.84M)

About HEFA

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