Heritage Distilling Holding Company, Inc. - Common Stock, par value $0.0001 per share (IPST)

CUSIP: 42727R104

Q1 2025 13F Holders as of 31 Mar 2025

Type / Class
Equity / Common Stock, par value $0.0001 per share
Shares outstanding
24,107,304
Total 13F shares
380,534
Share change
-339,496
Total reported value
$191,028
Price per share
$0.50
Number of holders
12
Value change
-$906,619
Number of buys
9
Number of sells
6

Quarterly Holders Quick Answers

What is CUSIP 42727R104?
CUSIP 42727R104 identifies IPST - Heritage Distilling Holding Company, Inc. - Common Stock, par value $0.0001 per share in SEC institutional holdings data.

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Institutional Holders of Heritage Distilling Holding Company, Inc. - Common Stock, par value $0.0001 per share (IPST) as of Q1 2025

As of 31 Mar 2025, Heritage Distilling Holding Company, Inc. - Common Stock, par value $0.0001 per share (IPST) was held by 12 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 380,534 shares. The largest 10 holders included CITADEL ADVISORS LLC, MORGAN STANLEY, Wealth Preservation Advisors, LLC, Mattern Wealth Management LLC, UBS Group AG, XTX Topco Ltd, GEODE CAPITAL MANAGEMENT, LLC, Sowell Financial Services LLC, IFP Advisors, Inc, and HARBOUR INVESTMENTS, INC.. This page lists 12 institutional shareholders reporting positions in this security for the Q1 2025 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.