Institutional shares held 51.1 Million
0 calls
0 puts
Total value of holdings $1.75B
$0 calls
$0 puts
# of Institutions 135


Latest Institutional Activity in HTRB

Top Purchases

Q3 2025
Lpl Financial LLC Shares Held: 1.57M ($53.8M)
Q3 2025
Jpmorgan Chase & CO Shares Held: 421K ($14.4M)
Q3 2025
Northwestern Mutual Wealth Management CO Shares Held: 2.38M ($81.5M)
Q3 2025
Raymond James Financial Inc Shares Held: 1.57M ($53.9M)
Q3 2025
Integrated Wealth Concepts LLC Shares Held: 222K ($7.63M)

Top Sells

Q3 2025
Thrivent Financial For Lutherans Shares Held: 15.1K ($519K)
Q3 2025
Hb Wealth Management, LLC Shares Held: 1.55M ($53.1M)
Q3 2025
New Edge Advisors, LLC Shares Held: 39.2K ($1.35M)
Q3 2025
Advance Capital Management, Inc. Shares Held: 334K ($11.5M)
Q3 2025
Ubs Group Ag Shares Held: 1.33M ($45.8M)

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