Highland Financial Advisors, LLC Purchases and Sells in Q3 2025

Highland Financial Advisors, LLC

  • $346 Million
  • Q3 2025

Top Buys

Incresed Positions

35 operations
Stock Shares change Price Range Shares Held Trade History
5.73K
+ 4.13%
$225.11 - $247.9 $1.29M - $1.42M
144K $35.7M
33.7K
+ 4.85%
$42.42 - $45.96 $1.43M - $1.55M
728K $33.3M
13.7K
+ 2.83%
$72.65 - $78.68 $997K - $1.08M
499K $39.1M
10.9K
+ 3.69%
$101.2 - $109.16 $1.11M - $1.19M
307K $33.4M
6.09K
+ 2.73%
$108.08 - $121.73 $658K - $741K
229K $27.6M
8.71K
+ 4.8%
$90.37 - $102.12 $787K - $889K
190K $18.9M
View all

New Holdings

6 operations
Stock Shares change Price Range Shares Held Trade History
632
New
$625.65 - $812.69 $395K - $514K
632 $482K
1.55K
New
$153.3 - $186.58 $237K - $289K
1.55K $289K
464
New
$567.77 - $614.76 $263K - $285K
464 $284K
964
New
$175.16 - $255.24 $169K - $246K
964 $234K
381
New
$546.99 - $602.2 $208K - $229K
381 $228K
664
New
$280.68 - $303.97 $186K - $202K
664 $200K
View all

Top Sells

Reduced Positions

7 operations
Stock Shares change Price Range Shares Held Trade History
-10.9K
- 64.89%
$46.86 - $48.27 $511K - $527K
5.9K $283K
FIDELITY WISE ORIGIN BITCOIN
-129
- 0.59%
N/A
21.8K $0
-5
- 0.18%
$175.51 - $186.57 $878 - $933
2.8K $521K
-183
- 1.27%
$36.04 - $38.78 $6.6K - $7.1K
14.2K $546K
-237
- 0.93%
$28.84 - $31.84 $6.84K - $7.55K
25.3K $796K
-149
- 1.32%
$79.39 - $90.39 $11.8K - $13.5K
11.1K $985K
View all
Activity Summary
Buys All Purchases 41 New Holdings 6 Increased Positions 35 Sells All Sells 7 Reductions 7 Sold out 0 Options Calls 0 Puts 0
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