Heritage Financial Services, LLC Purchases and Sells in Q1 2025

Heritage Financial Services, LLC

  • $991 Million
  • Q1 2025

Top Buys

Incresed Positions

42 operations
Stock Shares change Price Range Shares Held Trade History
3.05M
+ 2370.13%
$63.77 - $71.36 $194M - $217M
3.18M $219M
1.44M
+ 51.63%
$57.44 - $59.4 $82.8M - $85.6M
4.23M $251M
5.8K
+ 71.88%
$271.18 - $303.12 $1.57M - $1.76M
13.9K $3.81M
11.7K
+ 4.75%
$50.39 - $50.66 $590K - $593K
258K $13.1M
3.72K
+ 23.6%
$71.17 - $73.66 $265K - $274K
19.5K $1.43M
67
+ 2.15%
$442.66 - $534.52 $29.7K - $35.8K
3.19K $1.7M
View all

New Holdings

14 operations
Stock Shares change Price Range Shares Held Trade History
109K
New
$84.95 - $100.62 $9.25M - $11M
109K $9.5M
17.8K
New
$58.01 - $64.46 $1.03M - $1.15M
17.8K $1.11M
9.39K
New
$89.38 - $106.18 $839K - $997K
9.39K $947K
3.93K
New
$136.06 - $154.52 $535K - $608K
3.93K $606K
15.1K
New
$28.41 - $31.82 $429K - $481K
15.1K $470K
3.7K
New
$69.57 - $78.65 $257K - $291K
3.7K $279K
View all

Top Sells

Reduced Positions

46 operations
Stock Shares change Price Range Shares Held Trade History
-456K
- 7.51%
$32.42 - $36.13 $14.8M - $16.5M
5.61M $185M
-560K
- 23.12%
$25.35 - $27.46 $14.2M - $15.4M
1.86M $49.3M
-271K
- 11.06%
$45.46 - $46.18 $12.3M - $12.5M
2.18M $101M
-36.5K
- 4.77%
$55.14 - $60.29 $2.01M - $2.2M
728K $41.9M
-3.79K
- 2.62%
$120.29 - $134.6 $456K - $510K
141K $17.2M
-39.9K
- 31.3%
$25.44 - $27.95 $1.01M - $1.11M
87.5K $2.37M
View all
Activity Summary
Buys All Purchases 56 New Holdings 14 Increased Positions 42 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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