Institutional shares held 30.1 Million
0 calls
0 puts
Total value of holdings $947M
$0 calls
$0 puts
# of Institutions 86


Latest Institutional Activity in HFXI

Top Purchases

Q3 2025
Cerity Partners LLC Shares Held: 580K ($18.3M)
Q3 2025
Capital Investment Advisors, LLC Shares Held: 36.5K ($1.15M)
Q3 2025
Blvd Private Wealth, LLC Shares Held: 31.2K ($982K)
Q3 2025
Concurrent Investment Advisors, LLC Shares Held: 239K ($7.53M)
Q3 2025
Landmark Wealth Management, LLC Shares Held: 342K ($10.8M)

Top Sells

Q3 2025
Farther Finance Advisors, LLC Shares Held: 92.6K ($2.92M)
Q3 2025
Lodestar Private Asset Management LLC Shares Held: 11.4K ($360K)
Q3 2025
Revisor Wealth Management LLC Shares Held: 33.4K ($1.05M)
Q3 2025
Nova Wealth Management, Inc. Shares Held: 10.3K ($324K)
Q3 2025
Trademark Financial Management, LLC Shares Held: 7.11K ($224K)

About HFXI

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