Institutional shares held 1.55 Million
0 calls
0 puts
Total value of holdings $63.1M
$0 calls
$0 puts
# of Institutions 41


Latest Institutional Activity in HERD

Top Purchases

Q2 2025
Clear Creek Financial Management, LLC Shares Held: 63.7K ($2.59M)
Q2 2025
Obermeyer Wood Investment Counsel, Lllp Shares Held: 19.9K ($807K)
Q2 2025
Convergence Financial, LLC Shares Held: 7.09K ($288K)
Q2 2025
Farther Finance Advisors, LLC Shares Held: 3.55K ($144K)
Q2 2025
Creative Financial Designs Inc Shares Held: 2.77K ($113K)

Top Sells

Q2 2025
Founders Financial Securities LLC Shares Held: 7.38K ($300K)
Q2 2025
Capital Investment Advisory Services, LLC Shares Held: 15.7K ($638K)
Q2 2025
Advisory Resource Group Shares Held: 156K ($6.35M)
Q2 2025
Commonwealth Equity Services, LLC Shares Held: 75.4K ($3.06M)
Q2 2025
Cetera Investment Advisers Shares Held: 385K ($15.7M)

About HERD

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