Institutional shares held 196 Million
0 calls
0 puts
Total value of holdings $7.42B
$0 calls
$0 puts
# of Institutions 545


Latest Institutional Activity in HEFA

Top Purchases

Q2 2025
Park Avenue Securities LLC Shares Held: 209K ($7.9M)
Q2 2025
Kwb Wealth Shares Held: 122K ($4.63M)
Q2 2025
Kingstone Capital Partners Texas, LLC Shares Held: 78K ($2.95M)
Q2 2025
Verde Capital Management Shares Held: 660K ($25M)
Q2 2025
Cyr Financial Inc. Shares Held: 203K ($7.67M)

Top Sells

Q2 2025
Lvw Advisors, LLC Shares Held: 18.4K ($695K)
Q2 2025
Cx Institutional Shares Held: 38.2K ($1.44M)
Q2 2025
Truist Financial Corp Shares Held: 75.8K ($2.87M)
Q2 2025
Farther Finance Advisors, LLC Shares Held: 270K ($10.2M)
Q2 2025
Sharkey, Howes & Javer Shares Held: 6.94K ($262K)

About HEFA

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