Institutional shares held 1.47 Million
0 calls
0 puts
Total value of holdings $61.5M
$0 calls
$0 puts
# of Institutions 41


Latest Institutional Activity in HERD

Top Purchases

Q3 2025
D.A. Davidson & Co. Shares Held: 39.7K ($1.66M)
Q3 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 9.59K ($402K)
Q3 2025
Geneos Wealth Management Inc. Shares Held: 4.94K ($207K)
Q3 2025
World Equity Group, Inc. Shares Held: 10.6K ($444K)
Q2 2025
Clear Creek Financial Management, LLC Shares Held: 63.7K ($2.67M)

Top Sells

Q3 2025
Commonwealth Equity Services, LLC Shares Held: 7.26K ($304K)
Q3 2025
Advisory Resource Group Shares Held: 138K ($5.8M)
Q3 2025
Obermeyer Wood Investment Counsel, Lllp Shares Held: 19.8K ($831K)
Q2 2025
Founders Financial Securities LLC Shares Held: 7.38K ($309K)
Q2 2025
Capital Investment Advisory Services, LLC Shares Held: 15.7K ($658K)

About HERD

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