Institutional shares held 5.91 Million
0 calls
0 puts
Total value of holdings $227M
$0 calls
$0 puts
# of Institutions 79


Latest Institutional Activity in HEZU

Top Purchases

Q4 2024
3 Edge Asset Management, LP Shares Held: 51.3K ($1.97M)
Q4 2024
Stanich Group LLC Shares Held: 21.7K ($833K)
Q4 2024
Sanctuary Advisors, LLC Shares Held: 21.7K ($832K)
Q4 2024
Robertson Stephens Wealth Management, LLC Shares Held: 185K ($7.11M)
Q4 2024
Diversified Trust CO Shares Held: 14.9K ($571K)

Top Sells

Q4 2024
Evolution Wealth Advisors, LLC Shares Held: 96.6K ($3.71M)
Q4 2024
Ronald Blue Trust, Inc. Shares Held: 17.2K ($663K)
Q4 2024
Braun Bostich & Associates Inc. Shares Held: 5.91K ($227K)
Q4 2024
Quotient Wealth Partners, LLC Shares Held: 38K ($1.46M)
Q4 2024
One Wealth Advisors, LLC Shares Held: 12.9K ($497K)

About HEZU

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