Heritage Family Offices, LLP Purchases and Sells in Q1 2025

Heritage Family Offices, LLP

  • $196 Billion
  • Q1 2025

Top Buys

Incresed Positions

101 operations
Stock Shares change Price Range Shares Held Trade History
7.18K
+ 94.13%
$111.1 - $140.22 $798K - $1.01M
14.8K $1.96B
29.4K
+ 15.45%
$61.55 - $71.27 $1.81M - $2.1M
220K $13.8B
5.64K
+ 8.2%
$95.85 - $99.25 $540K - $559K
74.3K $7.35B
3.78K
+ 142.72%
$123.79 - $135.5 $467K - $512K
6.42K $838M
1.23K
+ 10.55%
$142.8 - $176.36 $176K - $217K
12.9K $2.23B
520
+ 8.14%
$306.92 - $362.71 $160K - $189K
6.91K $2.42B
View all

New Holdings

13 operations
Stock Shares change Price Range Shares Held Trade History
13K
New
$92.12 - $108.98 $1.19M - $1.41M
13K $1.41B
14.9K
New
$75.32 - $90.7 $1.12M - $1.35M
14.9K $1.14B
14.8K
New
$72.17 - $83.76 $1.07M - $1.24M
14.8K $1.12B
16.7K
New
$61.62 - $78.55 $1.03M - $1.31M
16.7K $1.1B
BLACKROCK ETF TRUST II
20.4K
New
N/A
20.4K $1.07B
15.8K
New
$50.48 - $51.04 $798K - $807K
15.8K $801M
View all

Top Sells

Reduced Positions

40 operations
Stock Shares change Price Range Shares Held Trade History
-2.28K
- 15.57%
$167.43 - $244.7 $382K - $558K
12.4K $2.07B
-25.5K
- 18.61%
$74.85 - $84.89 $1.91M - $2.16M
112K $9.12B
-42.4K
- 9.5%
$37.07 - $40.63 $1.57M - $1.72M
404K $15.9B
-2.77K
- 51.64%
$347.25 - $424.87 $961K - $1.18M
2.59K $950M
-19.9K
- 34.86%
N/A
37.1K $2B
-3.88K
- 40.04%
$201.56 - $243.82 $782K - $946K
5.81K $1.17B
View all
Activity Summary
Buys All Purchases 114 New Holdings 13 Increased Positions 101 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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