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
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.