Institutional shares held 42.5 Million
0 calls
0 puts
Total value of holdings $1.41B
$0 calls
$0 puts
# of Institutions 117


Latest Institutional Activity in HTRB

Top Purchases

Q4 2024
Howard Financial Services, Ltd. Shares Held: 884K ($29.6M)
Q4 2024
Bensler, LLC Shares Held: 578K ($19.3M)
Q4 2024
Fragasso Group Inc. Shares Held: 849K ($28.4M)
Q4 2024
Marshall Financial Group LLC Shares Held: 640K ($21.4M)
Q4 2024
Clarendon Private LLC Shares Held: 10.5K ($350K)

Top Sells

Q4 2024
Atticus Wealth Management, LLC Shares Held: 186K ($6.22M)
Q4 2024
Iron Financial, LLC Shares Held: 338K ($11.3M)
Q4 2024
Merit Financial Group, LLC Shares Held: 82K ($2.74M)
Q4 2024
Fermata Advisors, LLC Shares Held: 13.2K ($440K)
Q4 2024
Wealth Enhancement Advisory Services, LLC Shares Held: 1.99M ($66.6M)

About HTRB

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