Heritage Family Offices, LLP Purchases and Sells in Q4 2025

Heritage Family Offices, LLP

  • $220 Billion
  • Q4 2025

Top Buys

Incresed Positions

46 operations
Stock Shares change Price Range Shares Held Trade History
6.23K
+ 752.78%
$321.8 - $337.95 $2.01M - $2.11M
7.06K $2.37B
19.9K
+ 153.65%
$77.62 - $87.3 $1.54M - $1.73M
32.8K $3.06B
1.28K
+ 14.29%
$656.2 - $690.71 $839K - $883K
10.2K $7B
5.57K
+ 2.54%
$72.05 - $75.66 $401K - $421K
225K $16.8B
7.12K
+ 29.88%
$76.84 - $80.86 $547K - $575K
30.9K $2.48B
5.69K
+ 8.85%
$99.87 - $101.27 $568K - $576K
70K $6.99B
View all

New Holdings

23 operations
Stock Shares change Price Range Shares Held Trade History
9.46K
New
$111.0 - $121.11 $1.05M - $1.15M
9.46K $1.22B
5.27K
New
$191.81 - $225.32 $1.01M - $1.19M
5.27K $1.14B
1.67K
New
$641.79 - $683.39 $1.07M - $1.14M
1.67K $1.1B
17.1K
New
$59.18 - $62.09 $1.01M - $1.06M
17.1K $1.07B
12.3K
New
$77.65 - $81.2 $956K - $1M
12.3K $1.01B
30.5K
New
$28.9 - $30.17 $881K - $920K
30.5K $917M
View all

Top Sells

Reduced Positions

116 operations
Stock Shares change Price Range Shares Held Trade History
-34.7K
- 9.25%
$45.45 - $48.31 $1.57M - $1.67M
340K $15.9B
-1.94K
- 46.62%
$536.85 - $580.45 $1.04M - $1.13M
2.23K $1.27B
-2.8K
- 46.05%
$353.81 - $388.35 $989K - $1.09M
3.28K $1.15B
-2.77K
- 41.49%
$325.75 - $352.42 $902K - $975K
3.9K $1.37B
-1.12K
- 15.06%
$352.39 - $387.75 $394K - $434K
6.31K $2.01B
-532
- 7.59%
$242.98 - $310.48 $129K - $165K
6.48K $1.68B
View all
Activity Summary
Buys All Purchases 69 New Holdings 23 Increased Positions 46 Sells All Sells 116 Reductions 116 Sold out 0 Options Calls 0 Puts 0
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