Heritage Financial Services, LLC Purchases and Sells in Q3 2024

Heritage Financial Services, LLC

  • $732 Million
  • Q3 2024

Top Buys

Incresed Positions

35 operations
Stock Shares change Price Range Shares Held Trade History
23.7K
+ 0.38%
$31.05 - $34.29 $735K - $811K
6.17M $212M
102K
+ 3.99%
$57.8 - $60.8 $5.9M - $6.21M
2.66M $161M
112K
+ 4.95%
$45.17 - $46.39 $5.04M - $5.18M
2.37M $110M
18.8K
+ 2.64%
$53.07 - $62.66 $1M - $1.18M
734K $45.2M
84.5K
+ 3.76%
$25.21 - $28.46 $2.13M - $2.4M
2.33M $65.5M
3.04K
+ 9.04%
$207.23 - $234.82 $629K - $713K
36.6K $8.53M
View all

New Holdings

9 operations
Stock Shares change Price Range Shares Held Trade History
2.29K
New
$77.75 - $110.17 $178K - $253K
2.29K $252K
2.87K
New
$66.91 - $81.4 $192K - $234K
2.87K $231K
1.31K
New
$125.9 - $170.35 $165K - $223K
1.31K $222K
246
New
$724.86 - $952.13 $178K - $234K
246 $217K
2.04K
New
$95.54 - $108.77 $195K - $222K
2.04K $212K
747
New
$233.44 - $279.45 $174K - $209K
747 $206K
View all

Top Sells

Reduced Positions

41 operations
Stock Shares change Price Range Shares Held Trade History
-452
- 9.1%
$174.88 - $254.97 $79K - $115K
4.51K $912K
-2.99K
- 4.22%
$53.64 - $53.64 $161K - $161K
67.9K $3.64M
-9
- 0.11%
$395.15 - $467.56 $3.56K - $4.21K
8.16K $3.51M
-961
- 9.93%
$255.18 - $283.2 $245K - $272K
8.72K $2.47M
-408
- 1.52%
$98.91 - $134.91 $40.4K - $55K
26.4K $3.2M
-130
- 3.86%
$148.65 - $191.18 $19.3K - $24.9K
3.24K $536K
View all
Activity Summary
Buys All Purchases 44 New Holdings 9 Increased Positions 35 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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