Institutional shares held 27.6 Million
0 calls
0 puts
Total value of holdings $773M
$0 calls
$0 puts
# of Institutions 80


Latest Institutional Activity in HFXI

Top Purchases

Q1 2025
Farther Finance Advisors, LLC Shares Held: 370K ($10.4M)
Q1 2025
Cerity Partners LLC Shares Held: 607K ($17M)
Q1 2025
Envestnet Asset Management Inc Shares Held: 157K ($4.4M)
Q1 2025
Concurrent Investment Advisors, LLC Shares Held: 215K ($6.03M)
Q1 2025
Stratos Wealth Partners, Ltd. Shares Held: 13.9K ($389K)

Top Sells

Q1 2025
Tsfg, LLC Shares Held: 121K ($3.37M)
Q1 2025
Golden State Wealth Management, LLC Shares Held: 44.5K ($1.25M)
Q1 2025
Marino, Stram & Associates LLC Shares Held: 166K ($4.64M)
Q1 2025
Trademark Financial Management, LLC Shares Held: 12.7K ($355K)
Q1 2025
Revisor Wealth Management LLC Shares Held: 39.5K ($1.1M)

About HFXI

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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