Institutional shares held 1.62 Million
0 calls
0 puts
Total value of holdings $63.4M
$0 calls
$0 puts
# of Institutions 39


Latest Institutional Activity in HERD

Top Purchases

Q4 2024
Capital Investment Advisory Services, LLC Shares Held: 68.5K ($2.68M)
Q4 2024
Geneos Wealth Management Inc. Shares Held: 4.01K ($157K)
Q4 2024
Kestra Private Wealth Services, LLC Shares Held: 13.7K ($536K)
Q4 2024
Allworth Financial LP Shares Held: 44 ($1.72K)
Q3 2024
International Assets Investment Management, LLC Shares Held: 3.87M ($151M)

Top Sells

Q4 2024
Aveo Capital Partners, LLC Shares Held: 27.3K ($1.07M)
Q4 2024
Advisory Resource Group Shares Held: 195K ($7.64M)
Q3 2024
High Tower Advisors, LLC Shares Held: 155K ($6.08M)
Q3 2024
Advisor Group Holdings, Inc. Shares Held: 131K ($5.14M)
Q3 2024
Cambridge Investment Research Advisors, Inc. Shares Held: 30.8K ($1.2M)

About HERD

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