Institutional shares held 48.7 Million
0 calls
0 puts
Total value of holdings $1.64B
$0 calls
$0 puts
# of Institutions 130


Latest Institutional Activity in HTRB

Top Purchases

Q2 2025
Berger Financial Group, Inc Shares Held: 835K ($28.2M)
Q2 2025
Advance Capital Management, Inc. Shares Held: 487K ($16.4M)
Q2 2025
Private Client Services, LLC Shares Held: 107K ($3.62M)
Q2 2025
Park Capital Management, LLC / Wi Shares Held: 879K ($29.7M)
Q2 2025
Simplicity Wealth,Llc Shares Held: 39K ($1.32M)

Top Sells

Q2 2025
Marshall Financial Group LLC Shares Held: 121K ($4.07M)
Q2 2025
Hb Wealth Management, LLC Shares Held: 1.79M ($60.3M)
Q2 2025
Fragasso Group Inc. Shares Held: 738K ($24.9M)
Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 1.82M ($61.2M)
Q2 2025
Truist Financial Corp Shares Held: 448K ($15.1M)

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