Institutional shares held 1.78 Million
8.9K calls
4.6K puts
Total value of holdings $21.1M
$105K calls
$54K puts
# of Institutions 34


Latest Institutional Activity in HIPS

Top Purchases

Q1 2025
River Tree Advisors, LLC Shares Held: 103K ($1.22M)
Q1 2025
Advisor Resource Council Shares Held: 26K ($308K)
Q1 2025
Concurrent Investment Advisors, LLC Shares Held: 21.3K ($252K)
Q1 2025
Simpli Fi, Inc. Shares Held: 598K ($7.08M)
Q1 2025
Private Advisor Group, LLC Shares Held: 75.4K ($893K)

Top Sells

Q1 2025
Hamilton Capital Partners, LLC Shares Held: 10.4K ($123K)
Q1 2025
Grimes & Company, Inc. Shares Held: 67.4K ($798K)
Q1 2025
Aurora Private Wealth, Inc. Shares Held: 54.3K ($643K)
Q1 2025
Park Square Financial Group, LLC Shares Held: 737 ($8.73K)
Q4 2024
Truist Financial Corp Shares Held: 39.9K ($472K)

About HIPS

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