Institutional shares held 6.9 Million
29.7K calls
0 puts
Total value of holdings $247M
$1.07M calls
$0 puts
# of Institutions 61


Latest Institutional Activity in HEZU

Top Purchases

Q2 2024
Evolution Wealth Advisors, LLC Shares Held: 200K ($7.17M)
Q2 2024
Ronald Blue Trust, Inc. Shares Held: 19K ($680K)
Q2 2024
Concourse Financial Group Securities, Inc. Shares Held: 0 ($0)
Q1 2024
Permanens Capital L.P. Shares Held: 1.01M ($36.4M)
Q1 2024
Schroder Investment Management Group Shares Held: 308K ($11.1M)

Top Sells

Q1 2024
Northwestern Mutual Wealth Management CO Shares Held: 209K ($7.5M)
Q1 2024
Morgan Stanley Shares Held: 146K ($5.25M)
Q1 2024
Barings LLC Shares Held: 220K ($7.88M)
Q1 2024
New Edge Advisors, LLC Shares Held: 35.5K ($1.27M)
Q1 2024
Wells Fargo & Company Shares Held: 109K ($3.9M)

About HEZU

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