Heritage Family Offices, LLP Purchases and Sells in Q4 2024

Heritage Family Offices, LLP

  • $200 Billion
  • Q4 2024

Top Buys

Incresed Positions

117 operations
Stock Shares change Price Range Shares Held Trade History
1.04K
+ 7.63%
$159.67 - $250.0 $166K - $260K
14.6K $3.39B
24.8K
+ 22.1%
$75.1 - $82.99 $1.86M - $2.06M
137K $10.4B
2.48K
+ 16.46%
$221.69 - $259.02 $550K - $643K
17.6K $4.4B
JACOBS SOLUTIONS INC
5.33K
+ 55.66%
N/A
14.9K $1.99B
17K
+ 42.57%
N/A
56.9K $2.97B
1.63K
+ 22.21%
$406.35 - $454.46 $662K - $741K
8.97K $3.78B
View all

New Holdings

15 operations
Stock Shares change Price Range Shares Held Trade History
3.87K
New
$237.95 - $292.31 $920K - $1.13M
3.87K $994M
2.68K
New
$311.11 - $335.64 $832K - $898K
2.68K $862M
ISHARES BITCOIN TRUST ETF
15.3K
New
N/A
15.3K $814M
1.61K
New
$180.88 - $232.93 $292K - $376K
1.61K $354M
5.82K
New
$51.09 - $55.27 $297K - $322K
5.82K $298M
4.56K
New
$53.57 - $62.47 $244K - $285K
4.56K $258M
View all

Top Sells

Reduced Positions

36 operations
Stock Shares change Price Range Shares Held Trade History
-1.28K
- 42.6%
$482.27 - $628.5 $619K - $806K
1.73K $985M
-154
- 60.16%
$1911.01 - $2382.4 $294K - $367K
102 $203M
-465
- 3.57%
$96.31 - $114.76 $44.8K - $53.4K
12.6K $1.25B
AMERICAN HEALTHCARE REIT INC
-9.75K
- 41.25%
N/A
13.9K $395M
-21
- 0.24%
$164.99 - $203.87 $3.46K - $4.28K
8.88K $1.58B
-39
- 3.7%
$658.43 - $872.27 $25.7K - $34K
1.02K $703M
View all
Activity Summary
Buys All Purchases 132 New Holdings 15 Increased Positions 117 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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