Latest Institutional Transactions on Home Trust Bancshares, Inc. (HTBI)
This table provides information on the latest institutional transactions involving Home Trust Bancshares, Inc. (HTBI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.83K- 6.77% |
$89.4K - $107K
|
39K
$1.33M
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
10+ 66.67% |
$316 - $379
|
25
$851
|
|
May 13, 2025
Q1 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
27.6K+ 3.81% |
$873K - $1.05M
|
753K
$25.6M
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-494- 0.87% |
$15.6K - $18.7K
|
56K
$1.9M
|
|
May 13, 2025
Q1 2025
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-162K- 77.91% |
$5.13M - $6.16M
|
46.1K
$1.57M
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
34.2K+ 10.4% |
$1.08M - $1.3M
|
363K
$12.4M
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-655- 0.2% |
$20.7K - $24.8K
|
323K
$11M
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
90New |
$2.84K - $3.41K
|
90
$3.06K
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-5.29K- 3.79% |
$167K - $201K
|
134K
$4.57M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
4.97K+ 61.62% |
$157K - $188K
|
13K
$443K
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
309KNew |
$9.76M - $11.7M
|
309K
$10.5M
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
8.94K+ 1890.27% |
$283K - $339K
|
9.41K
$320K
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
10.4K+ 19.04% |
$329K - $394K
|
65K
$2.21M
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-37- 49.33% |
$1.17K - $1.4K
|
38
$1.29K
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
7.04KNew |
$223K - $267K
|
7.04K
$240K
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-2.24K- 8.91% |
$70.7K - $84.8K
|
22.9K
$778K
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
78KNew |
$2.46M - $2.96M
|
78K
$2.65M
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-8.98K- 8.22% |
$284K - $341K
|
100K
$3.41M
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-23- 46.0% |
$727 - $872
|
27
$919
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
9+ 1.8% |
$284 - $341
|
509
$17.3K
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-20K- 12.98% |
$633K - $760K
|
134K
$4.57M
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-26.2K- 16.6% |
$828K - $994K
|
132K
$4.48M
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
41K+ 5.52% |
$1.3M - $1.55M
|
784K
$26.7M
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-94- 0.26% |
$2.97K - $3.56K
|
35.9K
$1.22M
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
3.69KNew |
$117K - $140K
|
3.69K
$126K
|
|
May 06, 2025
Q1 2025
|
Royce & Associates LP
|
SELL
|
- |
-39.8K- 26.45% |
$1.26M - $1.51M
|
111K
$3.76M
|
|
May 05, 2025
Q1 2025
|
Foundry Partners, LLC
|
SELL
|
- |
-635- 0.6% |
$20.1K - $24.1K
|
105K
$3.58M
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-3.1K- 11.21% |
$98K - $118K
|
24.5K
$835K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
85New |
$2.69K - $3.22K
|
85
$2.89K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
402+ 43.98% |
$12.7K - $15.2K
|
1.32K
$44.8K
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-6- 6.59% |
$190 - $227
|
85
$2.89K
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-153- 0.56% |
$4.83K - $5.8K
|
27.1K
$921K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
4+ 15.38% |
$126 - $152
|
30
$1.02K
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
12.3KNew |
$390K - $468K
|
12.3K
$420K
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
29New |
$916 - $1.1K
|
29
$987
|
|
Apr 23, 2025
Q1 2025
|
Salzhauer Michael
|
BUY
|
- |
4.82K+ 11.76% |
$152K - $183K
|
45.8K
$1.56M
|
|
Apr 16, 2025
Q1 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-22K- 26.83% |
$695K - $834K
|
60K
$2.04M
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
5.51K+ 80.06% |
$174K - $209K
|
12.4K
$421K
|
|
Q4 2024 | |||||||
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.86K+ 15.29% |
$59.4K - $71.2K
|
14K
$477K
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-393- 47.24% |
$12.6K - $15K
|
439
$14.9K
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
933+ 4.25% |
$29.8K - $35.7K
|
22.9K
$778K
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
800+ 4.97% |
$25.6K - $30.6K
|
16.9K
$575K
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
7.2K+ 13.91% |
$230K - $276K
|
59K
$2.01M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
8.3KNew |
$265K - $318K
|
8.3K
$282K
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.66K- 16.85% |
$85K - $102K
|
13.1K
$447K
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
CALL |
-1K- 33.33% |
$31.9K - $38.3K
|
2K
$68K
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
11+ 0.1% |
$351 - $421
|
10.6K
$361K
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-255- 3.38% |
$8.14K - $9.76K
|
7.3K
$248K
|
|
Feb 13, 2025
Q4 2024
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-1.22K- 4.49% |
$39.1K - $46.8K
|
26.1K
$887K
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
6.91KNew |
$221K - $264K
|
6.91K
$235K
|