Institutional shares held 195 Million
0 calls
0 puts
Total value of holdings $7.49B
$0 calls
$0 puts
# of Institutions 534


Latest Institutional Activity in HEFA

Top Purchases

Q2 2025
Park Avenue Securities LLC Shares Held: 209K ($8.02M)
Q2 2025
Precision Wealth Strategies, LLC Shares Held: 152K ($5.85M)
Q2 2025
Kwb Wealth Shares Held: 122K ($4.71M)
Q2 2025
Kingstone Capital Partners Texas, LLC Shares Held: 78K ($3M)
Q2 2025
Prasad Wealth Partners, LLC Shares Held: 463K ($17.8M)

Top Sells

Q2 2025
Lvw Advisors, LLC Shares Held: 18.4K ($705K)
Q2 2025
Cx Institutional Shares Held: 38.2K ($1.47M)
Q2 2025
Merit Financial Group, LLC Shares Held: 98.7K ($3.79M)
Q2 2025
Ascent Group, LLC Shares Held: 27.7K ($1.07M)
Q2 2025
Us Bancorp \De\ Shares Held: 894K ($34.3M)

About HEFA

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