Institutional shares held 13.3 Million
0 calls
0 puts
Total value of holdings $257M
$0 calls
$0 puts
# of Institutions 55


Latest Institutional Activity in HTAB

Top Purchases

Q4 2024
Amplius Wealth Advisors, LLC Shares Held: 1.78M ($34.2M)
Q4 2024
Yarger Wealth Strategies, LLC Shares Held: 482K ($9.3M)
Q4 2024
Wealthcare Advisory Partners LLC Shares Held: 438K ($8.44M)
Q4 2024
Fermata Advisors, LLC Shares Held: 21.9K ($422K)
Q4 2024
Capital Asset Advisory Services LLC Shares Held: 149K ($2.88M)

Top Sells

Q4 2024
E Rn Financial, LLC Shares Held: 102K ($1.96M)
Q4 2024
Patriot Financial Group Insurance Agency, LLC Shares Held: 78.5K ($1.51M)
Q3 2024
Commonwealth Equity Services, LLC Shares Held: 136K ($2.62M)
Q3 2024
Trademark Financial Management, LLC Shares Held: 12.6K ($244K)
Q3 2024
Leelyn Smith, LLC Shares Held: 38.9K ($751K)

About HTAB

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