Institutional shares held 49.7 Million
0 calls
0 puts
Total value of holdings $1.72B
$0 calls
$0 puts
# of Institutions 134


Latest Institutional Activity in HTRB

Top Purchases

Q3 2025
Apella Capital, LLC Shares Held: 128K ($4.41M)
Q3 2025
Private Client Services, LLC Shares Held: 208K ($7.21M)
Q3 2025
Great Point Wealth Advisors, LLC Shares Held: 608K ($21M)
Q3 2025
Fragasso Group Inc. Shares Held: 809K ($28M)
Q3 2025
Truist Financial Corp Shares Held: 482K ($16.7M)

Top Sells

Q3 2025
Thrivent Financial For Lutherans Shares Held: 15.1K ($523K)
Q3 2025
Hb Wealth Management, LLC Shares Held: 1.55M ($53.5M)
Q3 2025
Advance Capital Management, Inc. Shares Held: 334K ($11.6M)
Q3 2025
Cornerstone Advisors Asset Management, Inc Shares Held: 940K ($32.5M)
Q3 2025
Iron Financial, LLC Shares Held: 274K ($9.46M)

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