Institutional shares held 1.76 Million
0 calls
0 puts
Total value of holdings $66.3M
$0 calls
$0 puts
# of Institutions 40


Latest Institutional Activity in HERD

Top Purchases

Q1 2025
Nbc Securities, Inc. Shares Held: 425 ($16K)
Q4 2024
Cetera Investment Advisers Shares Held: 436K ($16.4M)
Q4 2024
World Equity Group, Inc. Shares Held: 26.3K ($990K)
Q4 2024
Obermeyer Wood Investment Counsel, Lllp Shares Held: 7.89K ($297K)
Q4 2024
Rockefeller Capital Management L.P. Shares Held: 80.6K ($3.03M)

Top Sells

Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 7.51K ($283K)
Q4 2024
High Tower Advisors, LLC Shares Held: 6.25K ($235K)
Q4 2024
Aveo Capital Partners, LLC Shares Held: 27.3K ($1.03M)
Q4 2024
Advisory Resource Group Shares Held: 195K ($7.35M)
Q4 2024
Cambridge Investment Research Advisors, Inc. Shares Held: 24K ($903K)

About HERD

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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