Institutional shares held 1.75 Million
0 calls
0 puts
Total value of holdings $67.7M
$0 calls
$0 puts
# of Institutions 38


Latest Institutional Activity in HERD

Top Purchases

Q4 2024
Cetera Investment Advisers Shares Held: 436K ($16.7M)
Q4 2024
World Equity Group, Inc. Shares Held: 26.3K ($1.01M)
Q4 2024
Obermeyer Wood Investment Counsel, Lllp Shares Held: 7.89K ($301K)
Q4 2024
Rockefeller Capital Management L.P. Shares Held: 80.6K ($3.08M)
Q4 2024
Founders Financial Securities LLC Shares Held: 48.8K ($1.87M)

Top Sells

Q4 2024
High Tower Advisors, LLC Shares Held: 6.25K ($239K)
Q4 2024
Aveo Capital Partners, LLC Shares Held: 27.3K ($1.04M)
Q4 2024
Advisory Resource Group Shares Held: 195K ($7.47M)
Q4 2024
Cambridge Investment Research Advisors, Inc. Shares Held: 24K ($918K)
Q4 2024
Advisor Group Holdings, Inc. Shares Held: 126K ($4.83M)

About HERD

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