Institutional shares held 16.5 Million
0 calls
0 puts
Total value of holdings $312M
$0 calls
$0 puts
# of Institutions 61


Latest Institutional Activity in HTAB

Top Purchases

Q1 2025
Iag Wealth Partners, LLC Shares Held: 1.18M ($22.2M)
Q1 2025
Consolidated Planning Corp Shares Held: 556K ($10.5M)
Q1 2025
Capital Asset Advisory Services LLC Shares Held: 165K ($3.12M)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 154K ($2.91M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 11.2K ($211K)

Top Sells

Q1 2025
Envestnet Asset Management Inc Shares Held: 713K ($13.5M)
Q1 2025
Truist Financial Corp Shares Held: 732K ($13.8M)
Q1 2025
Wealthcare Advisory Partners LLC Shares Held: 244K ($4.62M)
Q1 2025
Amplius Wealth Advisors, LLC Shares Held: 1.69M ($31.9M)
Q1 2025
Patriot Financial Group Insurance Agency, LLC Shares Held: 57.5K ($1.09M)

About HTAB

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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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