Institutional shares held 107 Million
0 calls
0 puts
Total value of holdings $3.94B
$0 calls
$0 puts
# of Institutions 253


Latest Institutional Activity in HYLB

Top Purchases

Q4 2025
Nelson, Van Denburg & Campbell Wealth Management Group, LLC Shares Held: 364K ($13.3M)
Q4 2025
Wealth Management Associates, Inc. Shares Held: 38.8K ($1.42M)
Q4 2025
Optima Capital LLC Shares Held: 26K ($955K)
Q4 2025
Diversify Advisory Services, LLC Shares Held: 35.2K ($1.29M)
Q4 2025
Retirement Investment Advisors, Inc. Shares Held: 529K ($19.4M)

Top Sells

Q4 2025
Assetmark, Inc Shares Held: 885K ($32.4M)
Q4 2025
Dynamic Advisor Solutions LLC Shares Held: 143K ($5.25M)
Q4 2025
Optivise Advisory Services LLC Shares Held: 21.3K ($779K)
Q4 2025
Heritage Oak Wealth Advisors LLC Shares Held: 96.2K ($3.53M)
Q4 2025
Brookstone Capital Management Shares Held: 18.3K ($672K)

About HYLB

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