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Funds Holding HTY

On this page, we present all of the funds holding HTY from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding HTY, with a link to that fund's top holdings. The next columns indicate the amount of HTY stock held by each of the funds holding HTY, followed by the HTY position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 29 funds holding HTY within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Clough Capital Partners L P. For more details on the positions held by Clough Capital Partners L P (or by any of the other funds holding HTY), click the fund name in the "Holder" column of the funds-holding-HTY table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Clough Capital Partners L P369,015$1,886 12/31/2023
     HTY369,015$1,886 12/31/2023
1607 Capital Partners LLC311,902$1,594 12/31/2023
     HTY311,902$1,594 12/31/2023
Almitas Capital LLC163,125$834 12/31/2023
     HTY163,125$834 12/31/2023
LPL Financial LLC148,523$759 12/31/2023
     HTY148,523$759 12/31/2023
Sit Investment Associates Inc.98,631$504 12/31/2023
     HTY98,631$504 12/31/2023
Advisor Group Holdings Inc.89,485$457 12/31/2023
     HTY89,485$457 12/31/2023
UBS Group AG78,773$403 12/31/2023
     HTY78,773$403 12/31/2023
Morgan Stanley68,014$348 12/31/2023
     HTY68,014$348 12/31/2023
Epoch Investment Partners Inc.66,133$338 12/31/2023
     HTY66,133$338 12/31/2023
Rivernorth Capital Management LLC65,409$334 12/31/2023
     HTY65,409$334 12/31/2023
Guggenheim Capital LLC62,940$322 12/31/2023
     HTY62,940$322 12/31/2023
Cornerstone Advisors LLC61,915$316 12/31/2023
     HTY61,915$316 12/31/2023
Harbour Investments Inc.59,563$304 12/31/2023
     HTY59,563$304 12/31/2023
Commonwealth Equity Services LLC38,371$196 12/31/2023
     HTY38,371$196 12/31/2023
Wells Fargo & Company MN30,918$158 12/31/2023
     HTY30,918$158 12/31/2023
AlphaMark Advisors LLC24,250$127 03/31/2024
     HTY24,250$127 03/31/2024
Cetera Advisor Networks LLC22,700$116 12/31/2023
     HTY22,700$116 12/31/2023
City of London Investment Management Co. Ltd.20,814$106 12/31/2023
     HTY20,814$106 12/31/2023
Avantax Advisory Services Inc.18,950$97 12/31/2023
     HTY18,950$97 12/31/2023
JPMorgan Chase & Co.17,230$88 12/31/2023
     HTY17,230$88 12/31/2023
Atomi Financial Group Inc.16,614$85 12/31/2023
     HTY16,614$85 12/31/2023
Landscape Capital Management L.L.C.16,523$84 12/31/2023
     HTY16,523$84 12/31/2023
GWM Advisors LLC14,900$77 12/31/2023
     HTY14,900$77 12/31/2023
Atria Wealth Solutions Inc.10,488$54 12/31/2023
     HTY10,488$54 12/31/2023
Samalin Investment Counsel LLC10,060$51 12/31/2023
     HTY10,060$51 12/31/2023
Advisory Services Network LLC4,742$24 12/31/2023
     HTY4,742$24 12/31/2023
Private Trust Co. NA3,000$15 12/31/2023
     HTY3,000$15 12/31/2023
Bank of America Corp DE375$2 12/31/2023
     HTY375$2 12/31/2023
Steward Partners Investment Advisory LLC280$1 12/31/2023
     HTY280$1 12/31/2023
Proequities Inc.0$0 12/31/2023
     HTY0$0 12/31/2023

See Summary: Institutional Holders of HTY
See Details: Top 10 Hedge Funds Holding HTY
Also See: HTY Insider Buying
Also See: HTY Holdings Changes

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