Institutional shares held 147 Million
0 calls
0 puts
Total value of holdings $5.07B
$0 calls
$0 puts
# of Institutions 470


Latest Institutional Activity in HEFA

Top Purchases

Q1 2025
Merit Financial Group, LLC Shares Held: 393K ($13.5M)
Q1 2025
One Advisory Partners, LLC Shares Held: 91K ($3.13M)
Q1 2025
Ivc Wealth Advisors LLC Shares Held: 85.9K ($2.96M)
Q1 2025
Apella Capital, LLC Shares Held: 85.7K ($2.95M)
Q1 2025
Farther Finance Advisors, LLC Shares Held: 370K ($12.7M)

Top Sells

Q1 2025
Cx Institutional Shares Held: 843K ($29M)
Q1 2025
Foresight Capital Management Advisors, Inc. Shares Held: 56.9K ($1.96M)
Q1 2025
Adamsbrown Wealth Consultants LLC Shares Held: 493K ($17M)
Q1 2025
Tritonpoint Wealth, LLC Shares Held: 114K ($3.91M)
Q1 2025
Schoolcraft Capital LLC Shares Held: 857K ($29.5M)

About HEFA

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