your badges 52W Range $10–$12 35% of range Analyst Rating · Price Target · P/E · ROE · Net Profit Margin ·

HEQ Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

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Price $11.00
52W Range $10–$12

HEQ Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

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10-Year Performance Revenue, net income, margins and EPS trends

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Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

No data for this ratio group yet

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value · ≈ 5Y avg · industry median · verdict relative to median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

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Annualized Payout≈$1.00Paid quarterly
5Y Div CAGR≈-5.6%Per share, split-adjusted
Ex-dateAmountCurrencyYield
Sep 11, 2026$0.25USD≈8.8%
Jun 11, 2026$0.25USD≈8.7%
Mar 12, 2026$0.25USD≈9.2%
Dec 11, 2025$0.25USD≈9.3%
Sep 12, 2025$0.25USD≈9.4%
Jun 12, 2025$0.25USD≈9.5%
Mar 13, 2025$0.25USD≈9.8%
Dec 12, 2024$0.25USD≈9.4%
Sep 13, 2024$0.25USD≈9.4%
Jun 13, 2024$0.25USD≈9.9%
Mar 8, 2024$0.25USD≈10.3%
Dec 8, 2023$0.25USD≈11.1%
Sep 8, 2023$0.25USD≈11.1%
Jun 9, 2023$0.29USD≈11.0%
Mar 10, 2023$0.29USD≈10.4%
Dec 9, 2022$0.29USD≈9.9%
Sep 9, 2022$0.29USD≈9.2%
Jun 10, 2022$0.29USD≈9.0%
Mar 10, 2022$0.29USD≈9.3%
Dec 10, 2021$0.29USD≈9.2%

Institutional owners (13F) 39 filers · $41.5M total · As of June 30, 2026

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Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 39
Value held $41.5M
New positions 6
Exited positions 2
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
6 (-1 vs prior Q) 2 (-5 vs prior Q) 14 (+3 vs prior Q) 10 (-1 vs prior Q) +333K

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
Karpus Management, Inc. $10,442,433 909,620 25.19% Shares
Bulldog Investors, LLP $6,325,113 550,968 15.26% Shares
BANK OF AMERICA CORP /DE/ $3,520,373 306,653 8.49% Shares
Pathstone Holdings, LLC $2,666,161 232,244 6.43% Shares
COMMONWEALTH EQUITY SERVICES, LLC $1,972,510 171,821 4.76% Shares
Invesco Ltd. $1,826,824 159,131 4.41% Shares
ENVESTNET ASSET MANAGEMENT INC $1,771,726 154,332 4.27% Shares
PRINCIPAL SECURITIES, INC. $1,760,764 153,377 4.25% Shares
MORGAN STANLEY $1,640,940 142,939 3.96% Shares
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $1,259,494 109,712 3.04% Shares
1607 Capital Partners, LLC $911,661 79,413 2.20% Shares
WELLS FARGO & COMPANY/MN $784,503 68,337 1.89% Shares
Kovack Advisors, Inc. $739,825 64,341 1.78% Shares
AMERIPRISE FINANCIAL INC $685,856 59,744 1.65% Shares
Kestra Advisory Services, LLC $514,989 44,860 1.24% Shares
&PARTNERS $510,832 44,498 1.23% Shares
ROYAL BANK OF CANADA $498,000 43,382 1.20% Shares
LPL Financial LLC $469,940 40,936 1.13% Shares
SAX WEALTH ADVISORS, LLC $368,730 33,953 0.89% Shares
RAYMOND JAMES FINANCIAL INC $365,822 31,866 0.88% Shares
OSAIC HOLDINGS, INC. $318,637 27,754 0.77% Shares
Dakota Wealth Management $295,840 25,770 0.71% Shares
Shaker Financial Services, LLC $291,925 25,429 0.70% Shares
Advisors Asset Management, Inc. $241,058 22,424 0.58% Shares
Cetera Investment Advisers $223,068 19,431 0.54% Shares
XTX Topco Ltd $198,983 17,333 0.48% Shares
NWF Advisory Services Inc. $176,792 15,400 0.43% Shares
H D Vest Advisory Services $175,085 16,549 0.42% Shares
B. Riley Wealth Advisors, Inc. $165,711 14,600 0.40% Shares
PNC Financial Services Group, Inc. $159,170 13,865 0.38% Shares
FIFTH THIRD BANCORP $49,192 4,285 0.12% Shares
COMERICA BANK $46,064 4,285 0.11% Shares
Colonial Trust Co / SC $26,843 2,365 0.06% Shares
UBS Group AG $19,126 1,666 0.05% Shares
IFP Advisors, Inc $13,868 1,208 0.03% Shares
HARBOUR INVESTMENTS, INC. $12,628 1,100 0.03% Shares
Farther Finance Advisors, LLC $4,362 380 0.01% Shares
HIGHLINE WEALTH PARTNERS LLC $2,491 217 0.01% Shares
Motiv8 Investments LLC $6 589 0.00% Shares

Company insiders 21 insiders · 0 officers · 4 directors

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Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Christine Hurtsellers Director May 6, 2026 P 1,037 3 0 $11,996
Kenneth J Phelan Director Jan. 27, 2026 P 905 1 0 $10,046
Thomas Rowe Wright Director April 8, 2025 P 1,139 0 0 $0
Dean Garfield Director Jan. 2, 2024 P 1,381 0 0 $0
William K Bacic · July 22, 2026 P 1,294 1 0 $3,536
Noni L Ellison · Dec. 23, 2024 P 2,252 0 0 $0
Steven R Pruchansky · Aug. 5, 2022 S 590 0 0 $0
Frances G Rathke · Nov. 17, 2020 P 910 0 0 $0
Hassell H Mcclellan · Sept. 30, 2016 S 808 0 0 $0
James Boyle · Jan. 4, 2016 P 1,060 0 0 $0
Grace K Fey · Nov. 12, 2013 S 621 0 0 $0
Charles L Bardelis · April 8, 2013 P 714 0 0 $0
Craig Bromley · April 1, 2013 P 1,250 0 0 $0
Gregory A Russo · Jan. 16, 2013 P 811 0 0 $0
Peter S Burgess · Dec. 24, 2012 P 785 0 0 $0
William H Cunningham DR · Oct. 24, 2012 P 636 0 0 $0
Stanley Martin · Feb. 8, 2012 P 200 0 0 $0
Deborah C Jackson · Oct. 31, 2011 P 670 0 0 $0
John G Vrysen · Oct. 4, 2011 P 900 0 0 $0
Charles L Ladner · July 27, 2011 P 1,100 0 0 $0
MOORE JOHN A /MA/ · June 29, 2011 P 250 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

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