Institutional shares held 5.81 Million
0 calls
0 puts
Total value of holdings $175M
$0 calls
$0 puts
# of Institutions 40


Latest Institutional Activity in HEQT

Top Purchases

Q4 2024
Wealth Plan Investment Management, LLC Shares Held: 600K ($18M)
Q4 2024
High Tower Advisors, LLC Shares Held: 301K ($9.06M)
Q4 2024
Ameritas Advisory Services, LLC Shares Held: 416K ($12.5M)
Q4 2024
Lionsbridge Wealth Management LLC Shares Held: 176K ($5.28M)
Q4 2024
Cwm, LLC Shares Held: 507K ($15.2M)

Top Sells

Q4 2024
Financial Enhancement Group LLC Shares Held: 59.9K ($1.8M)
Q4 2024
Proficio Capital Partners LLC Shares Held: 10.5K ($315K)
Q4 2024
Private Advisor Group, LLC Shares Held: 697K ($20.9M)
Q4 2024
Commonwealth Equity Services, LLC Shares Held: 37.9K ($1.14M)
Q4 2024
Wealth Plan Partners, LLC Shares Held: 534K ($16.1M)

About HEQT

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