Integrated Wealth Concepts LLC Hingham Instn For Svgs (Mass) Transaction History

Integrated Wealth Concepts LLC

$7.02 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 15, 2023	BUY	$176.11 - $233.51 $17,611 - $23,351	100 Added 11.49%	970 $206,000
Q1 2023 May 03, 2023	BUY	$225.85 - $309.31 $196,489 - $269,099	870 New	870 $203,000

Others Institutions Holding HIFS

# of Institutions

85

Shares Held

1.53M

Call Options Held

0

Put Options Held

0

International Assets Investment Management, LLC Orlando, FL

438K
Shares

$111 Million
0.0% of portfolio
Maren Capital LLC Chicago, IL

156K
Shares

$39.7 Million
2.69% of portfolio
Royce & Associates LP

134K
Shares

$33.9 Million
0.23% of portfolio
Black Rock Inc. New York, NY

129K
Shares

$32.7 Million
0.0% of portfolio
Vanguard Group Inc Valley Forge, PA

96.8K
Shares

$24.6 Million
0.0% of portfolio

About HINGHAM INSTN FOR SVGS (MASS)

Ticker HIFS
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 2,145,400
Market Cap $544M

More about HIFS

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