Institutional shares held 5.57 Million
0 calls
0 puts
Total value of holdings $219M
$0 calls
$0 puts
# of Institutions 41


Latest Institutional Activity in HERD

Top Purchases

Q3 2024
International Assets Investment Management, LLC Shares Held: 3.87M ($152M)
Q3 2024
Mirae Asset Securities (Usa) Inc. Shares Held: 36.4K ($1.43M)
Q3 2024
Rockefeller Capital Management L.P. Shares Held: 72.9K ($2.86M)
Q3 2024
Centric Wealth Management Shares Held: 57.7K ($2.27M)
Q3 2024
Envestnet Asset Management Inc Shares Held: 196K ($7.71M)

Top Sells

Q3 2024
Advisory Resource Group Shares Held: 220K ($8.64M)
Q3 2024
Aveo Capital Partners, LLC Shares Held: 76.3K ($2.99M)
Q3 2024
High Tower Advisors, LLC Shares Held: 155K ($6.1M)
Q3 2024
Advisor Group Holdings, Inc. Shares Held: 131K ($5.16M)
Q3 2024
Cambridge Investment Research Advisors, Inc. Shares Held: 30.8K ($1.21M)

About HERD

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