Heritage Financial Services, LLC Purchases and Sells in Q1 2024

Heritage Financial Services, LLC

  • $653 Million
  • Q1 2024

Top Buys

Incresed Positions

46 operations
Stock Shares change Price Range Shares Held Trade History
373K
+ 6.7%
$28.62 - $31.95 $10.7M - $11.9M
5.94M $190M
222K
+ 50.08%
$51.33 - $54.81 $11.4M - $12.2M
664K $35.7M
209K
+ 9.23%
$58.07 - $59.52 $12.1M - $12.4M
2.47M $145M
122K
+ 5.94%
$45.21 - $45.87 $5.5M - $5.58M
2.17M $98.9M
65.6K
+ 37.92%
$50.23 - $50.49 $3.3M - $3.31M
239K $12M
7.1K
+ 54.32%
$72.87 - $85.14 $517K - $604K
20.2K $1.7M
View all

New Holdings

14 operations
Stock Shares change Price Range Shares Held Trade History
2.18M
New
$23.62 - $25.64 $51.6M - $56M
2.18M $55.6M
595
New
$344.47 - $512.19 $205K - $305K
595 $288K
3.04K
New
$76.81 - $91.25 $234K - $277K
3.04K $277K
1.39K
New
$124.06 - $180.12 $173K - $251K
1.39K $244K
864
New
$257.98 - $290.37 $223K - $251K
864 $241K
4.52K
New
$34.82 - $57.16 $157K - $258K
4.52K $235K
View all

Top Sells

Reduced Positions

34 operations
Stock Shares change Price Range Shares Held Trade History
-1.51M
- 89.5%
$23.76 - $25.97 $36M - $39.3M
178K $4.62M
-18.3K
- 60.97%
$39.04 - $42.23 $714K - $772K
11.7K $488K
-15.6K
- 16.78%
$47.6 - $51.96 $744K - $812K
77.5K $4M
-21.5K
- 11.12%
$103.16 - $115.3 $2.22M - $2.48M
172K $19.8M
-5.91K
- 51.14%
$79.93 - $89.5 $473K - $529K
5.65K $505K
-1.07K
- 29.0%
$429.43 - $481.35 $461K - $516K
2.63K $1.26M
View all
Activity Summary
Buys All Purchases 60 New Holdings 14 Increased Positions 46 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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