Institutional shares held 48.8 Million
0 calls
0 puts
Total value of holdings $1.65B
$0 calls
$0 puts
# of Institutions 134


Latest Institutional Activity in HTRB

Top Purchases

Q1 2025
Private Client Services, LLC Shares Held: 67.4K ($2.28M)
Q1 2025
Freedom Financial Partners LLC Shares Held: 105K ($3.56M)
Q1 2025
Fragasso Group Inc. Shares Held: 880K ($29.7M)
Q1 2025
Simplicity Wealth,Llc Shares Held: 20.5K ($692K)
Q1 2025
Strategic Planning Group, LLC Shares Held: 174K ($5.88M)

Top Sells

Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 1.86M ($62.7M)
Q1 2025
Advance Capital Management, Inc. Shares Held: 446K ($15.1M)
Q1 2025
Bensler, LLC Shares Held: 523K ($17.7M)
Q1 2025
Howard Financial Services, Ltd. Shares Held: 868K ($29.3M)
Q1 2025
Marshall Financial Group LLC Shares Held: 631K ($21.3M)

About HTRB

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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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