Institutional shares held 50.5 Million
0 calls
0 puts
Total value of holdings $1.73B
$0 calls
$0 puts
# of Institutions 138


Latest Institutional Activity in HTRB

Top Purchases

Q4 2025
Park Capital Management, LLC / Wi Shares Held: 993K ($34.1M)
Q4 2025
Mcia Inc Shares Held: 1.2M ($41.1M)
Q4 2025
Berger Financial Group, Inc Shares Held: 896K ($30.8M)
Q4 2025
Great Point Wealth Advisors, LLC Shares Held: 653K ($22.4M)
Q4 2025
Fragasso Group Inc. Shares Held: 852K ($29.2M)

Top Sells

Q4 2025
Ubs Group Ag Shares Held: 1.13M ($38.8M)
Q4 2025
Hb Wealth Management, LLC Shares Held: 1.39M ($47.8M)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 1.75M ($60.2M)
Q4 2025
Inspirion Wealth Advisors, LLC Shares Held: 9.43K ($324K)
Q4 2025
Strid Group, LLC Shares Held: 153K ($5.26M)

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