Institutional shares held 7.71 Million
0 calls
0 puts
Total value of holdings $270M
$0 calls
$0 puts
# of Institutions 18


Latest Institutional Activity in HCRB

Top Purchases

Q4 2024
Hartford Funds Management CO LLC Shares Held: 5.45M ($191M)
Q4 2024
Allworth Financial LP Shares Held: 209K ($7.33M)
Q4 2024
Raymond James Financial Inc Shares Held: 109K ($3.82M)
Q4 2024
Apollon Wealth Management, LLC Shares Held: 1.17M ($41M)
Q4 2024
Ameriflex Group, Inc. Shares Held: 27.9K ($975K)

Top Sells

Q1 2025
Davenport & CO LLC Shares Held: 12.6K ($442K)
Q4 2024
Citadel Advisors LLC Shares Held: 25.5K ($893K)
Q4 2024
Berger Financial Group, Inc Shares Held: 24.3K ($851K)
Q4 2024
Morgan Stanley Shares Held: 0 ($0)
Q1 2024
Old Mission Capital LLC Shares Held: 7.93K ($278K)

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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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