Institutional shares held 6 Million
0 calls
0 puts
Total value of holdings $228M
$0 calls
$0 puts
# of Institutions 85


Latest Institutional Activity in HEZU

Top Purchases

Q1 2025
Insight Wealth Strategies, LLC Shares Held: 344K ($13.1M)
Q1 2025
Tsa Wealth Managment LLC Shares Held: 11.7K ($445K)
Q1 2025
Cypress Wealth Services, LLC Shares Held: 8.17K ($310K)
Q1 2025
Stanich Group LLC Shares Held: 22.2K ($842K)
Q4 2024
Madison Investment Advisors, LLC Shares Held: 142K ($5.38M)

Top Sells

Q1 2025
Robertson Stephens Wealth Management, LLC Shares Held: 178K ($6.77M)
Q1 2025
One Advisory Partners, LLC Shares Held: 5.68K ($216K)
Q1 2025
Spire Wealth Management Shares Held: 44 ($1.67K)
Q4 2024
Evolution Wealth Advisors, LLC Shares Held: 96.6K ($3.67M)
Q4 2024
Connecticut Wealth Management, LLC Shares Held: 222K ($8.43M)

About HEZU

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