Institutional shares held 137 Million
0 calls
0 puts
Total value of holdings $4.91B
$0 calls
$0 puts
# of Institutions 410


Latest Institutional Activity in HEFA

Top Purchases

Q3 2024
Partners Capital Investment Group, LLP Shares Held: 4.91M ($175M)
Q3 2024
Flow Traders U.S. LLC Shares Held: 664K ($23.7M)
Q3 2024
Old Mission Capital LLC Shares Held: 310K ($11.1M)
Q3 2024
Mariner, LLC Shares Held: 459K ($16.4M)
Q3 2024
Raymond James Financial Services Advisors, Inc. Shares Held: 627K ($22.3M)

Top Sells

Q3 2024
Envestnet Asset Management Inc Shares Held: 7.31M ($260M)
Q3 2024
Jpmorgan Chase & CO Shares Held: 5.33M ($190M)
Q3 2024
Lpl Financial LLC Shares Held: 2.72M ($97.1M)
Q3 2024
Cwm, LLC Shares Held: 390K ($13.9M)
Q3 2024
Envestnet Portfolio Solutions, Inc. Shares Held: 217K ($7.72M)

About HEFA

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