Heritage Investment Group, Inc. Purchases and Sells in Q3 2025

Heritage Investment Group, Inc.

  • $612 Million
  • Q3 2025

Top Buys

Incresed Positions

45 operations
Stock Shares change Price Range Shares Held Trade History
10.7K
+ 0.48%
$36.04 - $38.78 $384K - $414K
2.22M $85.7M
1.37K
+ 1.28%
$620.67 - $670.08 $852K - $920K
109K $72.6M
24.6K
+ 4.79%
$42.42 - $45.96 $1.04M - $1.13M
539K $24.7M
36.8K
+ 2.34%
$24.45 - $25.91 $900K - $954K
1.61M $41.2M
8.58K
+ 7.39%
$108.46 - $120.63 $931K - $1.04M
125K $14.8M
23.8K
+ 4.73%
$29.55 - $32.52 $704K - $774K
527K $16.9M
View all

New Holdings

5 operations
Stock Shares change Price Range Shares Held Trade History
2.93K
New
$64.73 - $76.45 $190K - $224K
2.93K $223K
352
New
$498.9 - $609.32 $176K - $214K
352 $214K
3.16K
New
$62.09 - $66.51 $196K - $210K
3.16K $205K
4.47K
New
$42.04 - $45.23 $188K - $202K
4.47K $201K
FRONTVIEW REIT INC
14.8K
New
N/A
14.8K $0

Top Sells

Reduced Positions

15 operations
Stock Shares change Price Range Shares Held Trade History
-2.32K
- 28.36%
$105.83 - $117.22 $246K - $272K
5.87K $661K
-501
- 9.81%
$459.11 - $506.91 $230K - $254K
4.61K $2.32M
DIMENSIONAL ETF TRUST
-1.32K
- 0.98%
N/A
133K $0
-400
- 8.08%
$69.77 - $77.54 $27.9K - $31K
4.55K $343K
-132
- 5.15%
$133.81 - $152.16 $17.7K - $20.1K
2.43K $341K
-16
- 0.66%
$214.91 - $237.16 $3.44K - $3.79K
2.42K $571K
View all
Activity Summary
Buys All Purchases 50 New Holdings 5 Increased Positions 45 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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