Institutional shares held 6.83 Million
0 calls
0 puts
Total value of holdings $207M
$0 calls
$0 puts
# of Institutions 46


Latest Institutional Activity in HEQT

Top Purchases

Q4 2024
Lpl Financial LLC Shares Held: 1.09M ($33M)
Q4 2024
Wealth Plan Investment Management, LLC Shares Held: 600K ($18.2M)
Q4 2024
High Tower Advisors, LLC Shares Held: 301K ($9.16M)
Q4 2024
Ubs Group Ag Shares Held: 239K ($7.27M)
Q4 2024
Ameritas Advisory Services, LLC Shares Held: 416K ($12.6M)

Top Sells

Q4 2024
Financial Enhancement Group LLC Shares Held: 59.9K ($1.82M)
Q4 2024
Proficio Capital Partners LLC Shares Held: 10.5K ($318K)
Q4 2024
Private Advisor Group, LLC Shares Held: 697K ($21.2M)
Q4 2024
Commonwealth Equity Services, LLC Shares Held: 37.9K ($1.15M)
Q4 2024
Wealth Plan Partners, LLC Shares Held: 534K ($16.2M)

About HEQT

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