Heritage Wealth Management, Inc. /Ca/ Purchases and Sells in Q3 2025

Heritage Wealth Management, Inc. /Ca/

  • $149 Billion
  • Q3 2025

Top Buys

Incresed Positions

39 operations
Stock Shares change Price Range Shares Held Trade History
32
+ 0.11%
$130.68 - $186.97 $4.18K - $5.98K
29.1K $5.3B
76
+ 1.3%
$174.36 - $254.72 $13.3K - $19.4K
5.93K $1.44B
853
+ 3.93%
$90.37 - $102.12 $77.1K - $87.1K
22.6K $2.25B
300
+ 4.07%
$276.51 - $305.12 $83K - $91.5K
7.68K $2.28B
18
+ 0.5%
$218.96 - $328.33 $3.94K - $5.91K
3.59K $1.01B
147
+ 0.83%
$19.31 - $35.5 $2.84K - $5.22K
17.9K $601M
View all

New Holdings

6 operations
Stock Shares change Price Range Shares Held Trade History
40.9K
New
$100.37 - $100.74 $4.1M - $4.12M
40.9K $4.12B
31.7K
New
$26.38 - $27.95 $836K - $886K
31.7K $865M
6.93K
New
$101.2 - $109.16 $702K - $757K
6.93K $754M
1.04K
New
$175.16 - $255.24 $182K - $265K
1.04K $253M
944
New
$184.85 - $231.54 $174K - $219K
944 $219M
1.42K
New
$121.35 - $144.54 $173K - $206K
1.42K $206M
View all

Top Sells

Reduced Positions

36 operations
Stock Shares change Price Range Shares Held Trade History
-6.82K
- 3.29%
$24.69 - $25.26 $168K - $172K
200K $5.03B
-109
- 8.52%
N/A
1.17K $215M
-550
- 7.28%
$66.2 - $71.79 $36.4K - $39.5K
7.01K $480M
-549
- 14.01%
$105.83 - $117.22 $58.1K - $64.4K
3.37K $380M
-842
- 2.76%
$85.01 - $90.35 $71.6K - $76.1K
29.7K $2.66B
-3.55K
- 6.69%
$34.05 - $36.55 $121K - $130K
49.5K $1.8B
View all

Options

Calls

1 operations
Stock Shares change Price Range Shares Held Trade History
6.8K
+ 23.29%
$617.65 - $666.84 $4.2M - $4.53M
36K $2.83B
Activity Summary
Buys All Purchases 45 New Holdings 6 Increased Positions 39 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 1 Puts 0
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