Heritage Financial Services, LLC Purchases and Sells in Q2 2025

Heritage Financial Services, LLC

  • $1.02 Billion
  • Q2 2025

Top Buys

Incresed Positions

48 operations
Stock Shares change Price Range Shares Held Trade History
59.1K
+ 54.24%
$75.17 - $91.21 $4.44M - $5.39M
168K $15.3M
16.7K
+ 65.86%
$94.31 - $157.99 $1.58M - $2.64M
42.1K $6.65M
23.1K
+ 1.06%
$45.12 - $46.32 $1.04M - $1.07M
2.21M $102M
1.45K
+ 24.74%
$146.29 - $275.65 $213K - $401K
7.33K $2.02M
791
+ 24.52%
$456.74 - $568.03 $361K - $449K
4.02K $2.28M
1.55K
+ 171.32%
$308.27 - $373.31 $477K - $578K
2.45K $869K
View all

New Holdings

11 operations
Stock Shares change Price Range Shares Held Trade History
2.52K
New
$89.02 - $104.29 $224K - $263K
2.52K $262K
984
New
$166.81 - $257.39 $164K - $253K
984 $253K
1.04K
New
$182.86 - $232.88 $190K - $242K
1.04K $242K
733
New
$301.89 - $340.04 $221K - $249K
733 $242K
834
New
$262.28 - $309.85 $219K - $258K
834 $232K
634
New
$246.52 - $356.99 $156K - $226K
634 $226K
View all

Top Sells

Reduced Positions

47 operations
Stock Shares change Price Range Shares Held Trade History
-940K
- 16.74%
$29.12 - $35.84 $27.4M - $33.7M
4.67M $167M
-2.91K
- 6.66%
$172.42 - $223.89 $501K - $651K
40.7K $8.35M
-13.2K
- 74.2%
$55.54 - $69.09 $735K - $914K
4.6K $317K
-6.02K
- 30.85%
$72.02 - $73.82 $433K - $444K
13.5K $993K
-339
- 10.64%
$483.48 - $539.8 $164K - $183K
2.85K $1.38M
-5.68K
- 8.92%
N/A
58K $3.11M
View all
Activity Summary
Buys All Purchases 59 New Holdings 11 Increased Positions 48 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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