Institutional shares held 3.07 Million
0 calls
0 puts
Total value of holdings $166M
$0 calls
$0 puts
# of Institutions 71


Latest Institutional Activity in HEWJ

Top Purchases

Q4 2025
Chesley Taft & Associates LLC Shares Held: 4.21K ($228K)
Q4 2025
Union Bancaire Privee, Ubp Sa Shares Held: 3K ($162K)
Q4 2025
Somerset Trust CO Shares Held: 14.5K ($783K)
Q3 2025
Modern Wealth Management, LLC Shares Held: 384K ($20.8M)
Q3 2025
Jpmorgan Chase & CO Shares Held: 155K ($8.4M)

Top Sells

Q4 2025
Core Cap Advisors, LLC Shares Held: 2.19K ($118K)
Q3 2025
Morgan Stanley Shares Held: 223K ($12.1M)
Q3 2025
Deutsche Bank Ag\ Shares Held: 761K ($41.2M)
Q3 2025
Ubs Group Ag Shares Held: 39.4K ($2.13M)
Q3 2025
Jones Financial Companies Lllp Shares Held: 32.7K ($1.77M)

About HEWJ

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