Institutional shares held 7.01 Million
0 calls
0 puts
Total value of holdings $251M
$0 calls
$0 puts
# of Institutions 71


Latest Institutional Activity in HEZU

Top Purchases

Q3 2024
Detalus Advisors, LLC Shares Held: 18.7K ($671K)
Q3 2024
Shore Haven Wealth Partners, LLC Shares Held: 17.7K ($634K)
Q3 2024
Quotient Wealth Partners, LLC Shares Held: 39K ($1.4M)
Q3 2024
Braun Bostich & Associates Inc. Shares Held: 6.89K ($247K)
Q3 2024
One Advisory Partners, LLC Shares Held: 6.37K ($228K)

Top Sells

Q3 2024
Sage Mountain Advisors LLC Shares Held: 15.4K ($553K)
Q2 2024
Jpmorgan Chase & CO Shares Held: 113K ($4.07M)
Q2 2024
Schroder Investment Management Group Shares Held: 46.3K ($1.66M)
Q2 2024
New York State Common Retirement Fund Shares Held: 46.3K ($1.66M)
Q2 2024
Robertson Stephens Wealth Management, LLC Shares Held: 182K ($6.54M)

About HEZU

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