Institutional shares held 16.8 Million
0 calls
0 puts
Total value of holdings $313M
$0 calls
$0 puts
# of Institutions 67


Latest Institutional Activity in HTAB

Top Purchases

Q1 2025
Iag Wealth Partners, LLC Shares Held: 1.18M ($21.9M)
Q1 2025
Jones Financial Companies Lllp Shares Held: 303K ($5.63M)
Q1 2025
Consolidated Planning Corp Shares Held: 556K ($10.3M)
Q1 2025
Main Street Financial Solutions, LLC Shares Held: 574K ($10.7M)
Q1 2025
Lpl Financial LLC Shares Held: 2.75M ($51.2M)

Top Sells

Q1 2025
Bank Of America Corp Shares Held: 789K ($14.7M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 713K ($13.3M)
Q1 2025
Truist Financial Corp Shares Held: 732K ($13.6M)
Q1 2025
Wealthcare Advisory Partners LLC Shares Held: 244K ($4.55M)
Q1 2025
Amplius Wealth Advisors, LLC Shares Held: 1.69M ($31.4M)

About HTAB

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