Institutional shares held 16.9 Million
0 calls
0 puts
Total value of holdings $317M
$0 calls
$0 puts
# of Institutions 63


Latest Institutional Activity in HTAB

Top Purchases

Q1 2025
Iag Wealth Partners, LLC Shares Held: 1.18M ($22M)
Q1 2025
Capital Asset Advisory Services LLC Shares Held: 165K ($3.09M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 11.2K ($209K)
Q1 2025
Opal Wealth Advisors, LLC Shares Held: 37.8K ($708K)
Q1 2025
Yarger Wealth Strategies, LLC Shares Held: 482K ($9.04M)

Top Sells

Q1 2025
Wealthcare Advisory Partners LLC Shares Held: 244K ($4.58M)
Q1 2025
Amplius Wealth Advisors, LLC Shares Held: 1.69M ($31.6M)
Q1 2025
Patriot Financial Group Insurance Agency, LLC Shares Held: 57.5K ($1.08M)
Q4 2024
E Rn Financial, LLC Shares Held: 102K ($1.91M)
Q4 2024
Advisor Group Holdings, Inc. Shares Held: 134K ($2.52M)

About HTAB

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