Heritage Financial Services, LLC Purchases and Sells in Q4 2024

Heritage Financial Services, LLC

  • $733 Million
  • Q4 2024

Top Buys

Incresed Positions

51 operations
Stock Shares change Price Range Shares Held Trade History
87.7K
+ 3.71%
$45.59 - $46.25 $4M - $4.06M
2.45M $112M
133K
+ 4.99%
$57.78 - $60.4 $7.66M - $8.01M
2.79M $162M
2.3K
+ 6.27%
$221.69 - $259.02 $509K - $595K
38.9K $9.75M
3.45K
+ 138.22%
$159.67 - $250.0 $551K - $863K
5.95K $1.38M
24.3K
+ 27.62%
$29.0 - $31.6 $705K - $769K
112K $3.28M
7.38K
+ 10.47%
$96.64 - $101.23 $713K - $747K
77.8K $7.54M
View all

New Holdings

15 operations
Stock Shares change Price Range Shares Held Trade History
6.9K
New
$112.15 - $127.2 $774K - $878K
6.9K $833K
4.64K
New
$126.68 - $134.74 $588K - $626K
4.64K $592K
7.96K
New
$60.21 - $75.4 $479K - $600K
7.96K $562K
3.29K
New
$168.32 - $181.87 $554K - $599K
3.29K $557K
3.95K
New
$129.96 - $144.97 $514K - $573K
3.95K $550K
1K
New
$250.81 - $283.3 $251K - $284K
1K $254K
View all

Top Sells

Reduced Positions

29 operations
Stock Shares change Price Range Shares Held Trade History
-101K
- 1.63%
$33.92 - $36.6 $3.41M - $3.68M
6.07M $210M
-19.4K
- 7.29%
$50.37 - $50.6 $977K - $981K
247K $12.4M
-21.3K
- 14.36%
$26.16 - $29.13 $558K - $622K
127K $3.34M
-3.09K
- 19.71%
$105.51 - $125.37 $326K - $387K
12.6K $1.35M
-6.48K
- 4.28%
$124.26 - $134.12 $805K - $868K
145K $18.6M
-1.91K
- 28.38%
$96.31 - $114.76 $183K - $219K
4.81K $478K
View all
Activity Summary
Buys All Purchases 66 New Holdings 15 Increased Positions 51 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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