Institutional shares held 1.73 Million
0 calls
0 puts
Total value of holdings $64M
$0 calls
$0 puts
# of Institutions 40


Latest Institutional Activity in HERD

Top Purchases

Q1 2025
Envestnet Asset Management Inc Shares Held: 218K ($8.04M)
Q1 2025
D.A. Davidson & Co. Shares Held: 29.2K ($1.08M)
Q1 2025
Nbc Securities, Inc. Shares Held: 425 ($15.7K)
Q1 2025
Oppenheimer Asset Management Inc. Shares Held: 28.5K ($1.05M)
Q4 2024
Cetera Investment Advisers Shares Held: 436K ($16.1M)

Top Sells

Q1 2025
Advisory Resource Group Shares Held: 178K ($6.58M)
Q1 2025
World Equity Group, Inc. Shares Held: 9.82K ($363K)
Q1 2025
Capital Investment Advisory Services, LLC Shares Held: 59.8K ($2.21M)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 19.9K ($737K)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 7.51K ($278K)

About HERD

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