Institutional shares held 9.44 Million
0 calls
0 puts
Total value of holdings $265M
$0 calls
$0 puts
# of Institutions 52


Latest Institutional Activity in HEQT

Top Purchases

Q1 2025
Alpine Bank Wealth Management Shares Held: 1.85M ($52.1M)
Q1 2025
Keudell Shares Held: 840K ($23.6M)
Q1 2025
Farther Finance Advisors, LLC Shares Held: 170K ($4.77M)
Q1 2025
Dynamic Advisor Solutions LLC Shares Held: 116K ($3.27M)
Q1 2025
Sfg Wealth Management, Llc. Shares Held: 36.9K ($1.04M)

Top Sells

Q4 2024
Proficio Capital Partners LLC Shares Held: 10.5K ($294K)
Q4 2024
Private Advisor Group, LLC Shares Held: 697K ($19.6M)
Q4 2024
Commonwealth Equity Services, LLC Shares Held: 37.9K ($1.06M)
Q4 2024
Wealth Plan Partners, LLC Shares Held: 534K ($15M)
Q4 2024
Cetera Investment Advisers Shares Held: 23K ($646K)

About HEQT

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