Institutional shares held 17 Million
0 calls
0 puts
Total value of holdings $319M
$0 calls
$0 puts
# of Institutions 63


Latest Institutional Activity in HTAB

Top Purchases

Q1 2025
Iag Wealth Partners, LLC Shares Held: 1.18M ($22M)
Q1 2025
Consolidated Planning Corp Shares Held: 556K ($10.4M)
Q1 2025
Capital Asset Advisory Services LLC Shares Held: 165K ($3.08M)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 154K ($2.88M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 11.2K ($209K)

Top Sells

Q1 2025
Wealthcare Advisory Partners LLC Shares Held: 244K ($4.57M)
Q1 2025
Amplius Wealth Advisors, LLC Shares Held: 1.69M ($31.6M)
Q1 2025
Patriot Financial Group Insurance Agency, LLC Shares Held: 57.5K ($1.08M)
Q1 2025
Life Goal Wealth Advisors Shares Held: 98.5K ($1.84M)
Q1 2025
E Rn Financial, LLC Shares Held: 97.7K ($1.83M)

About HTAB

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