Institutional shares held 3.39 Million
0 calls
600 puts
Total value of holdings $146M
$0 calls
$25K puts
# of Institutions 68


Latest Institutional Activity in HEWJ

Top Purchases

Q4 2024
Aspire Capital Advisors LLC Shares Held: 64.1K ($2.75M)
Q4 2024
Truist Financial Corp Shares Held: 21K ($901K)
Q4 2024
Union Bancaire Privee, Ubp Sa Shares Held: 1.5K ($64.4K)
Q4 2024
Somerset Trust CO Shares Held: 14.6K ($627K)
Q4 2024
Rappaport Reiches Capital Management, LLC Shares Held: 6.63K ($284K)

Top Sells

Q4 2024
Partners Capital Investment Group, LLP Shares Held: 912K ($39.2M)
Q4 2024
Cibc World Market Inc. Shares Held: 19.1K ($819K)
Q4 2024
Leo Wealth, LLC Shares Held: 8.47K ($363K)
Q4 2024
Advisory Alpha, LLC Shares Held: 6.22K ($267K)
Q3 2024
Morgan Stanley Shares Held: 278K ($11.9M)

About HEWJ

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