HEQ (HEQ) Insider Trading
Over the last 3 months, HEQ insiders made 1 open-market buy and 0 sales, a net purchase of $4K (SEC Form 4). Over the last 6 months, 12 institutions increased and 12 reduced their position (13F).
Insider Activity
Sentiment
100/100
Buys (3m)
1
Sells (3m)
0
Net (3m)
$3.5K
Insiders buying
Insider trades by month Buys Sells
May
Jul
ContextInstitutions reducing (13F)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jul 22, 2026 | Bacic William Kother: Trustee of the Fund | Buy | 308 | $11.48 |
| May 7, 2026 | Hurtsellers Christinedirector | Buy | 200 | $11.56 |
| May 7, 2026 | Hurtsellers Christinedirector | Buy | 835 | $11.57 |
| May 7, 2026 | Hurtsellers Christinedirector | Buy | 2 | $11.61 |
| May 7, 2026 | Hurtsellers Christinedirector | Buy | 0 | $11.61 |
Source: HEQ SEC Form 4 filings, latest Jul 22, 2026. For informational purposes only — not investment advice.
Institutional activity (13F)
How institutions changed their HEQ positions over the last 6 months (SEC Form 13F).
Increased
12
New positions
7
Reduced
12
Sold out
33
Largest moves
| Institution | Action | Shares | Filed |
|---|---|---|---|
| BULLDOG INVESTORS, LLP | Increased | 558K | May 8, 2026 |
| PATHSTONE HOLDINGS, LLC | Increased | 522K | May 11, 2026 |
| KARPUS MANAGEMENT, INC. | New Position | 519K | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | Increased | 305K | May 18, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | Increased | 154K | Apr 27, 2026 |
| MORGAN STANLEY | Reduced | 148K | May 15, 2026 |
| PRINCIPAL SECURITIES, INC. | Reduced | 147K | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | Increased | 137K | May 4, 2026 |
| 1607 CAPITAL PARTNERS, LLC | Increased | 134K | May 15, 2026 |
| INVESCO LTD. | Increased | 131K | May 12, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | Increased | 109K | May 11, 2026 |
| AMERIPRISE FINANCIAL INC | Increased | 79K | Jul 17, 2026 |
| WELLS FARGO & COMPANY/MN | Reduced | 68K | Jul 8, 2026 |
| KOVACK ADVISORS, INC. | Reduced | 61K | May 13, 2026 |
| ROYAL BANK OF CANADA | Reduced | 46K | May 15, 2026 |
Source: SEC Form 13F filings. For informational purposes only — not investment advice.