Filing Research | HRTX - HERON THERAPEUTICS INC Institutional Holdings

Snapshot holdings

22 / 22 loaded

#		Instrument	quantity
1	Congress Park Capital LLC	Shares	2.0MSH	$860.6K
2	Curated Wealth Partners LLC	Shares	2.5KSH	$233.0K
3	Apeiron RIA LLC	Shares	370.6KSH	$158.2K
4	Abel Hall, LLC	Shares	213.2KSH	$91.0K
5	DLK Investment Management, LLC	Shares	17.9KSH	$62.6K
6	Prospera Financial Services Inc	Shares	40.6KSH	$17.3K
7	Police & Firemen's Retirement System of New Jersey	Shares	38.4KSH	$16.4K
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	32.4KSH	$13.4K
9	CoreCap Advisors, LLC	Shares	28.4KSH	$12.1K
10	Diversified Trust Co	Shares	26.5KSH	$11.3K
11	TopTier Wealth Management, LLC	Shares	25.4KSH	$10.8K
12	J.W. COLE ADVISORS, INC.	Shares	15.0KSH	$6.4K
13	B. Riley Wealth Advisors, Inc.	Shares	12.1KSH	$5.3K
14	Venturi Wealth Management, LLC	Shares	10.5KSH	$4.5K
15	EverSource Wealth Advisors, LLC	Shares	984SH	$420
16	Fortitude Family Office, LLC	Shares	888SH	$379
17	SJS Investment Consulting Inc.	Shares	415SH	$178
18	Wealth Enhancement Trust Services, Inc.	Shares	320SH	$137
19	Farther Finance Advisors, LLC	Shares	175SH	$75
20	IFP Advisors, Inc	Shares	120SH	$51
21	AdvisorNet Financial, Inc	Shares	110SH	$47
22	SBI Securities Co., Ltd.	Shares	6SH	$3

Manager changes2026-06-30 vs 2026-03-31

26 / 26 loaded

#		Instrument
1	Curated Wealth Partners LLC new	Shares	+2.5K	+$233.0K	$233.0K
2	Abel Hall, LLC added	Shares	+196.3K	+$77.5K	$91.0K
3	DLK Investment Management, LLC added	Shares	+6.2K	+$53.3K	$62.6K
4	J.W. COLE ADVISORS, INC. new	Shares	+15.0K	+$6.4K	$6.4K
5	Fortitude Family Office, LLC new	Shares	+888	+$379	$379
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+15.8K	+$155	$13.4K
7	Wealth Enhancement Trust Services, Inc. new	Shares	+320	+$137	$137
8	SBI Securities Co., Ltd. added	Shares	+5	+$2	$3
9	AdvisorNet Financial, Inc unchanged	Shares	0	-$41	$47
10	Farther Finance Advisors, LLC added	Shares	+22	-$48	$75
11	SJS Investment Consulting Inc. trimmed	Shares	-10	-$163	$178
12	True Wealth Design, LLC exited	Shares	-271	-$217	$0
13	IFP Advisors, Inc trimmed	Shares	-216	-$218	$51
14	EverSource Wealth Advisors, LLC added	Shares	+144	-$252	$420
15	B. Riley Wealth Advisors, Inc. trimmed	Shares	-14	-$3.8K	$5.3K
16	Venturi Wealth Management, LLC unchanged	Shares	0	-$3.9K	$4.5K
17	Diversified Trust Co unchanged	Shares	0	-$9.9K	$11.3K
18	CoreCap Advisors, LLC unchanged	Shares	0	-$10.6K	$12.1K
19	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	-$14.3K	$16.4K
20	ANCHYRA PARTNERS LLC exited	Shares	-18.0K	-$14.4K	$0
21	Red Door Wealth Management, LLC exited	Shares	-18.9K	-$15.1K	$0
22	Prospera Financial Services Inc unchanged	Shares	0	-$15.1K	$17.3K
23	TopTier Wealth Management, LLC trimmed	Shares	-12.0K	-$19.1K	$10.8K
24	ACT Advisors, LLC. exited	Shares	-28.4K	-$22.8K	$0
25	Apeiron RIA LLC added	Shares	+64.9K	-$86.4K	$158.2K
26	Congress Park Capital LLC trimmed	Shares	-2.0M	-$2.4M	$860.6K