Institutional shares held 12.8 Million
0 calls
0 puts
Total value of holdings $300M
$0 calls
$0 puts
# of Institutions 76


Latest Institutional Activity in HEGD

Top Purchases

Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 11.6K ($270K)
Q1 2025
Financial Designs Corp Shares Held: 522K ($12.2M)
Q1 2025
Blueprint Financial Advisors LLC Shares Held: 238K ($5.56M)
Q1 2025
Blueprint Investment Partners LLC Shares Held: 722K ($16.9M)
Q1 2025
Cwm, LLC Shares Held: 1.62M ($37.9M)

Top Sells

Q1 2025
Envestnet Asset Management Inc Shares Held: 1.19M ($27.9M)
Q1 2025
Mercer Global Advisors Inc Shares Held: 17.1K ($400K)
Q1 2025
Retirement Guys Formula LLC Shares Held: 310K ($7.23M)
Q1 2025
Swan Global Investments, LLC Shares Held: 2.81M ($65.7M)
Q1 2025
New Edge Advisors, LLC Shares Held: 539K ($12.6M)

About HEGD

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