Heritage Wealth Advisors Purchases and Sells in Q1 2025

Heritage Wealth Advisors

  • $1.91 Billion
  • Q1 2025

Top Buys

Incresed Positions

58 operations
Stock Shares change Price Range Shares Held Trade History
64.2K
+ 10.68%
$554.06 - $615.85 $35.5M - $39.5M
665K $374M
29.6K
+ 416.88%
$507.05 - $563.67 $15M - $16.7M
36.7K $18.9M
3.52K
+ 2.88%
$442.66 - $534.52 $1.56M - $1.88M
126K $66.9M
11.5K
+ 3.52%
$142.06 - $167.7 $1.63M - $1.93M
338K $56.1M
5.55K
+ 1.18%
$114.1 - $135.66 $633K - $753K
476K $63M
7.36K
+ 2.33%
$105.87 - $121.97 $780K - $898K
324K $39.5M
View all

New Holdings

42 operations
Stock Shares change Price Range Shares Held Trade History
3
New
$663000.0 - $801950.0 $1.99M - $2.41M
3 $2.4M
526
New
$199.2 - $222.69 $105K - $117K
526 $105K
1.23K
New
$24.2 - $29.41 $29.7K - $36.1K
1.23K $30K
63
New
$183.02 - $207.75 $11.5K - $13.1K
63 $11K
39
New
$238.08 - $510.13 $9.29K - $19.9K
39 $10K
50
New
$146.16 - $192.78 $7.31K - $9.64K
50 $7K
View all

Top Sells

Reduced Positions

206 operations
Stock Shares change Price Range Shares Held Trade History
-113K
- 99.63%
$461.52 - $548.18 $52M - $61.8M
423 $221K
-79.9K
- 82.72%
$551.42 - $612.93 $44.1M - $49M
16.7K $9.34M
-1.04K
- 0.63%
$375.39 - $447.2 $390K - $465K
164K $61.5M
-82.6K
- 6.88%
$33.19 - $38.23 $2.74M - $3.16M
1.12M $41.2M
-1.59K
- 0.3%
$120.29 - $134.6 $192K - $215K
528K $64.4M
-1.45K
- 0.28%
$122.59 - $135.24 $178K - $196K
513K $64.6M
View all

Sold Out

2 operations
Stock Shares change Price Range Shares Held Trade History
-1.98K
Closed
$71.17 - $73.66 $141K - $145K
0 $0
-11
Closed
$84.33 - $106.39 $928 - $1.17K
0 $0
Activity Summary
Buys All Purchases 100 New Holdings 42 Increased Positions 58 Sells All Sells 208 Reductions 206 Sold out 2 Options Calls 0 Puts 0
Track This Portfolio

Track Heritage Wealth Advisors Portfolio

Follow Heritage Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email