Institutional shares held 32.2 Million
0 calls
0 puts
Total value of holdings $969M
$0 calls
$0 puts
# of Institutions 86


Latest Institutional Activity in HFXI

Top Purchases

Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 199K ($5.98M)
Q2 2025
Farther Finance Advisors, LLC Shares Held: 481K ($14.5M)
Q2 2025
Marino, Stram & Associates LLC Shares Held: 226K ($6.79M)
Q2 2025
Capital Investment Advisors, LLC Shares Held: 19.3K ($580K)
Q2 2025
Atticus Wealth Management, LLC Shares Held: 8.14K ($245K)

Top Sells

Q2 2025
Revisor Wealth Management LLC Shares Held: 35.4K ($1.06M)
Q2 2025
Lodestar Private Asset Management LLC Shares Held: 19.2K ($577K)
Q2 2025
Dynamic Advisor Solutions LLC Shares Held: 11.6K ($349K)
Q1 2025
New York Life Investment Management LLC Shares Held: 3.69M ($111M)
Q1 2025
Lpl Financial LLC Shares Held: 916K ($27.6M)

About HFXI

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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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