Institutional shares held 41.5 Million
0 calls
0 puts
Total value of holdings $1.4B
$0 calls
$0 puts
# of Institutions 115


Latest Institutional Activity in HTRB

Top Purchases

Q3 2024
Mcia Inc Shares Held: 984K ($33.1M)
Q3 2024
Atticus Wealth Management, LLC Shares Held: 354K ($11.9M)
Q3 2024
Visionary Wealth Advisors Shares Held: 322K ($10.8M)
Q3 2024
Sanchez Wealth Management Group Shares Held: 267K ($9M)
Q3 2024
Financial Planning & Information Services, Inc. Shares Held: 1.46M ($49.2M)

Top Sells

Q3 2024
Hartford Funds Management CO LLC Shares Held: 13.7M ($463M)
Q3 2024
Truist Financial Corp Shares Held: 425K ($14.3M)
Q3 2024
Wcg Wealth Advisors LLC Shares Held: 973K ($32.8M)
Q3 2024
Baird Financial Group, Inc. Shares Held: 78.3K ($2.64M)
Q3 2024
Concurrent Investment Advisors, LLC Shares Held: 67.3K ($2.27M)

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