Institutional shares held 11.9 Million
0 calls
0 puts
Total value of holdings $328M
$0 calls
$0 puts
# of Institutions 54

Latest Institutional Activity in HEQT

Top Purchases

Q2 2024
Keudell Shares Held: 506K ($13.9M)
Q2 2024
Dynamic Advisor Solutions LLC Shares Held: 66.7K ($1.84M)
Q2 2024
Cwm, LLC Shares Held: 371K ($10.2M)
Q2 2024
Mather Group, Llc. Shares Held: 29.5K ($813K)
Q2 2024
Peterson Wealth Advisors, LLC Shares Held: 41K ($1.13M)

Top Sells

Q2 2024
Atria Wealth Solutions, Inc. Shares Held: 14.3K ($394K)
Q1 2024
Norden Group LLC Shares Held: 18.9K ($521K)
Q1 2024
Cetera Advisor Networks LLC Shares Held: 214K ($5.91M)
Q1 2024
Td Capital Management LLC Shares Held: 3 ($82.7)
Q1 2024
Financial Enhancement Group LLC Shares Held: 28.7K ($790K)

About HEQT

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