Institutional shares held 5.49 Million
100 calls
0 puts
Total value of holdings $374M
$6K calls
$0 puts
# of Institutions 164


Latest Institutional Activity in IHE

Top Purchases

Q1 2025
Axxcess Wealth Management, LLC Shares Held: 7.03K ($479K)
Q1 2025
Massachusetts Wealth Management Shares Held: 15.4K ($1.05M)
Q1 2025
Wayfinding Financial, LLC Shares Held: 675 ($46K)
Q1 2025
Garde Capital, Inc. Shares Held: 657 ($44.8K)
Q1 2025
Janney Montgomery Scott LLC Shares Held: 7.25K ($494K)

Top Sells

Q1 2025
Stratos Wealth Advisors, LLC Shares Held: 3.29K ($224K)
Q1 2025
Envestnet Asset Management Inc Shares Held: 8.4K ($572K)
Q1 2025
Truist Financial Corp Shares Held: 8.85K ($603K)
Q1 2025
Brown Advisory Inc Shares Held: 91.1K ($6.21M)
Q1 2025
Guardian Asset Advisors, LLC Shares Held: 2.95K ($201K)

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