Institutional shares held 48.9 Million
0 calls
0 puts
Total value of holdings $1.66B
$0 calls
$0 puts
# of Institutions 131


Latest Institutional Activity in HTRB

Top Purchases

Q2 2025
Mcia Inc Shares Held: 1.1M ($37.5M)
Q2 2025
Integrity Financial Corp Shares Held: 75K ($2.55M)
Q2 2025
Atria Investments LLC Shares Held: 57.3K ($1.95M)
Q2 2025
Berger Financial Group, Inc Shares Held: 835K ($28.3M)
Q2 2025
Advance Capital Management, Inc. Shares Held: 487K ($16.5M)

Top Sells

Q2 2025
Marshall Financial Group LLC Shares Held: 121K ($4.09M)
Q2 2025
Hb Wealth Management, LLC Shares Held: 1.79M ($60.6M)
Q2 2025
Fragasso Group Inc. Shares Held: 738K ($25.1M)
Q2 2025
Spire Wealth Management Shares Held: 672K ($22.8M)
Q2 2025
Commonwealth Equity Services, LLC Shares Held: 595K ($20.2M)

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