Institutional shares held 148 Million
0 calls
0 puts
Total value of holdings $6.08B
$0 calls
$0 puts
# of Institutions 471


Latest Institutional Activity in HEFA

Top Purchases

Q4 2025
Capital Asset Advisory Services LLC Shares Held: 105K ($4.32M)
Q4 2025
Verity Wealth Advisors Shares Held: 72.7K ($2.99M)
Q3 2025
North Rock Partners, LLC Shares Held: 1.79M ($73.8M)
Q3 2025
Northwestern Mutual Wealth Management CO Shares Held: 3.42M ($141M)
Q3 2025
Goldman Sachs Group Inc Shares Held: 49.3M ($2.03B)

Top Sells

Q4 2025
Sagespring Wealth Partners, LLC Shares Held: 8.28K ($341K)
Q4 2025
Decision Map Wealth Management, LLC Shares Held: 113K ($4.66M)
Q4 2025
Traveka Wealth, LLC Shares Held: 102K ($4.21M)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 130K ($5.37M)
Q4 2025
Noble Wealth Management Pbc Shares Held: 750 ($30.9K)

About HEFA

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