Institutional shares held 147 Million
0 calls
0 puts
Total value of holdings $5.5B
$0 calls
$0 puts
# of Institutions 451


Latest Institutional Activity in HEFA

Top Purchases

Q4 2024
Dynasty Wealth Management, LLC Shares Held: 4.46M ($167M)
Q4 2024
Goldman Sachs Group Inc Shares Held: 50.5M ($1.89B)
Q4 2024
Tiaa Trust, National Association Shares Held: 2.79M ($105M)
Q4 2024
Cx Institutional Shares Held: 1.23M ($46.2M)
Q4 2024
Raymond James Financial Inc Shares Held: 943K ($35.3M)

Top Sells

Q4 2024
Partners Capital Investment Group, LLP Shares Held: 2.27M ($84.9M)
Q4 2024
Prime Capital Investment Advisors, LLC Shares Held: 629K ($23.5M)
Q4 2024
Comerica Bank Shares Held: 54.5K ($2.04M)
Q4 2024
Cambridge Investment Research Advisors, Inc. Shares Held: 513K ($19.2M)
Q4 2024
Csenge Advisory Group Shares Held: 308K ($11.5M)

About HEFA

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