Morgan Stanley
· Reduced
Change
−27K
Date
Q1 2026
HQ
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Morgan Stanley
· Reduced
Change
−27K
Date
Q1 2026
|
Morgan Stanley | Reduced· Q1 2026 | – | −27K | – | Q1 2026 | |||||
|
Gwn Securities Inc.
· Exited
Change
−14K
Δ Own
−100.0%
Date
Q1 2026
|
Gwn Securities Inc. | Exited· Q1 2026 | – | −14K | −100.0% | Q1 2026 | |||||
|
Deutsche Bank AG
· Exited
Change
−11K
Δ Own
−100.0%
Date
Q1 2026
|
Deutsche Bank AG | Exited· Q1 2026 | – | −11K | −100.0% | Q1 2026 | |||||
|
Barclays PLC
· Reduced
Change
−7K
Date
Q1 2026
|
Barclays PLC | Reduced· Q1 2026 | – | −7K | – | Q1 2026 | |||||
|
Creative Planning
· Reduced
Change
−7K
Date
Q1 2026
|
Creative Planning | Reduced· Q1 2026 | – | −7K | – | Q1 2026 | |||||
|
Bank of America Corp
· Exited
Change
−5K
Δ Own
−100.0%
Date
Q1 2026
|
Bank of America Corp | Exited· Q1 2026 | – | −5K | −100.0% | Q1 2026 | |||||
|
BlackRock
· Reduced
Change
−4K
Date
Q1 2026
|
BlackRock | Reduced· Q1 2026 | – | −4K | – | Q1 2026 | |||||
|
Wells Fargo & Company
· Reduced
Change
−4K
Date
Q1 2026
|
Wells Fargo & Company | Reduced· Q1 2026 | – | −4K | – | Q1 2026 | |||||
|
JPMorgan Chase & Co
· Reduced
Change
−3K
Date
Q1 2026
|
JPMorgan Chase & Co | Reduced· Q1 2026 | – | −3K | – | Q1 2026 | |||||
|
Schwab
· Reduced
Change
−3K
Date
Q1 2026
|
Schwab | Reduced· Q1 2026 | – | −3K | – | Q1 2026 | |||||
|
UBS Group AG
· Reduced
Change
−2K
Date
Q1 2026
|
UBS Group AG | Reduced· Q1 2026 | – | −2K | – | Q1 2026 | |||||
|
Ancora Advisors LLC
· Reduced
Change
−890
Date
Q1 2026
|
Ancora Advisors LLC | Reduced· Q1 2026 | – | −890 | – | Q1 2026 | |||||
|
Royal Bank of Canada
· Reduced
Change
−872
Date
Q1 2026
|
Royal Bank of Canada | Reduced· Q1 2026 | – | −872 | – | Q1 2026 | |||||
|
Osaic Holdings, Inc.
· Reduced
Change
−794
Date
Q1 2026
|
Osaic Holdings, Inc. | Reduced· Q1 2026 | – | −794 | – | Q1 2026 | |||||
|
Covestor Ltd
· Exited
Change
−586
Δ Own
−100.0%
Date
Q1 2026
|
Covestor Ltd | Exited· Q1 2026 | – | −586 | −100.0% | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Hermanns Richard
· Director
Buy
+$14K
|
Hermanns Richard | Director | Buy | $12.19 | +1K | +$14K | 3.0M | – | Jun 3, 2026 | Jun 5, 2026 | |||||||||
|
Hermanns Richard
· Director
2 operations
-400K
|
Hermanns Richard | Director | 2 operations | – | -400K | – | 2.6M | −13.4% | Apr 20, 2026 | Jun 29, 2026 | |||||||||
|
McAnnar John
· Officer
Grant (A)
10K
|
McAnnar John | Officer | Grant (A) | – | 10K | – | 64K | – | Mar 2, 2026 | Mar 4, 2026 | |||||||||
|
Jackson Edward
· Director, 10% Owner
Grant (A)
907
|
Jackson Edward | Director, 10% Owner | Grant (A) | – | 907 | – | 2.6M | – | Mar 2, 2026 | Mar 4, 2026 | |||||||||
|
Olmstead Jack A.
· Director
Grant (A)
1K
|
Olmstead Jack A. | Director | Grant (A) | – | 1K | – | 77K | – | Mar 2, 2026 | Mar 4, 2026 | |||||||||
|
Shanahan Kathleen M.
· Director
Grant (A)
1K
|
Shanahan Kathleen M. | Director | Grant (A) | – | 1K | – | 77K | – | Mar 2, 2026 | Mar 4, 2026 | |||||||||
|
Hagenbuch Lawrence F.
· Director
Grant (A)
1K
|
Hagenbuch Lawrence F. | Director | Grant (A) | – | 1K | – | 121K | – | Mar 2, 2026 | Mar 4, 2026 | |||||||||
|
Malhotra R. Rimmy
· Director
Grant (A)
1K
|
Malhotra R. Rimmy | Director | Grant (A) | – | 1K | – | 102K | – | Mar 2, 2026 | Mar 4, 2026 | |||||||||
|
Hermanns Richard
· Director, Officer, 10% Owner
Grant (A)
25K
|
Hermanns Richard | Director, Officer, 10% Owner | Grant (A) | – | 25K | – | 3.0M | – | Mar 2, 2026 | Mar 4, 2026 | |||||||||
|
Hartley Charles David Ryan
· Officer
Grant (A)
10K
|
Hartley Charles David Ryan | Officer | Grant (A) | – | 10K | – | 52K | – | Mar 2, 2026 | Mar 4, 2026 | |||||||||
|
Hermanns Richard
· Director, Officer, 10% Owner
Buy
+$100K
|
Hermanns Richard | Director, Officer, 10% Owner | Buy | $10.28 | +10K | +$100K | 3.0M | – | Dec 30, 2025 | Jan 2, 2026 | |||||||||
|
Hermanns Richard
· Director, Officer, 10% Owner
Buy
+$4K
|
Hermanns Richard | Director, Officer, 10% Owner | Buy | $10.12 | +422 | +$4K | 2.9M | – | Dec 24, 2025 | Dec 29, 2025 | |||||||||
|
Hermanns Richard
· Director, Officer, 10% Owner
Buy
+$172K
|
Hermanns Richard | Director, Officer, 10% Owner | Buy | $9.13 | +19K | +$172K | 2.9M | – | Dec 22, 2025 | Dec 29, 2025 | |||||||||
|
Shanahan Kathleen M.
· Director
Grant (A)
2K
|
Shanahan Kathleen M. | Director | Grant (A) | – | 2K | – | 2.6M | – | Nov 7, 2025 | Nov 12, 2025 | |||||||||
|
Malhotra R. Rimmy
· Director
Grant (A)
4K
|
Malhotra R. Rimmy | Director | Grant (A) | – | 4K | – | 100K | – | Nov 7, 2025 | Nov 12, 2025 | |||||||||
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54 reporting institutions disclosed HQI position changes in the Q1 2026 snapshot.
For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.
An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.
Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.
Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.
A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.