Institutional shares held 29,195
0 calls
0 puts
Total value of holdings $119K
$0 calls
$0 puts
Market Cap N/A
Institutional ownership N/A
# of Institutions 3


Latest Institutional Activity in HLPPY

Top Purchases

Q2 2024
Private Ocean, LLC Shares Held: 165 ($673)
Q1 2024
Pnc Financial Services Group, Inc. Shares Held: 582 ($2.37K)
Q4 2023
Svb Wealth LLC Shares Held: 14.4K ($58.9K)
Q3 2023
Paradigm Asset Management CO LLC Shares Held: 3.95K ($16.1K)
Q1 2023
Old Mission Capital LLC Shares Held: 73.6K ($300K)

Top Sells

Q1 2025
Gamma Investing LLC Shares Held: 5.77K ($23.5K)
Q1 2025
Rhumbline Advisers Shares Held: 4.8K ($19.6K)
Q4 2023
Boston Common Asset Management, LLC Shares Held: 237K ($968K)
Q3 2023
Yousif Capital Management, LLC Shares Held: 13.9K ($56.9K)
Q4 2022
First Horizon Advisors, Inc. Shares Held: 61 ($249)

About HLPPY


Insider Transactions at HLPPY

Insider Transaction List

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Date Insider Transaction Ownership Type Shares Traded Value / Price
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Last 12 Months Summary

Buy / Acquisition
0 Shares
From 0 Insiders
Sell / Disposition
0 Shares
From 0 Insiders

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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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