CASK
Heritage Distilling Holding Company, Inc.
Total Trades
4
Buys
4
Sells
0
Largest Trade
$15K–$50K
Insiders
4
Institutional Funds
7
Inst. Value
$50K–$100K
Insider Trades
| Insider | Title | Type | Value | Shares | Price | Date |
|---|---|---|---|---|---|---|
| Varga Andrew M. | Director | BUY | $1K–$15K | 5K | $1.27 | Jan 14, 2025 |
| Wensel Jeffrey P | Director | BUY | $1K–$15K | 1K | $4.00 | Nov 26, 2024 |
| Trevan Eric S | Director | BUY | $15K–$50K | 5K | $3.71 | Nov 26, 2024 |
| Smith Christopher H | Director | BUY | $1K–$15K | 3K | $4.00 | Nov 26, 2024 |
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Institutional Ownership
13F filings as of Jun 30, 2025 · 7 funds holding
| Fund | Shares | Value | Type |
|---|---|---|---|
| MORGAN STANLEY | 149K | $50K–$100K | SH |
| Mattern Wealth Management LLC | 44K | $15K–$50K | SH |
| Sowell Financial Services LLC | 10K | $1K–$15K | SH |
| IFP Advisors, Inc | 3K | $1K–$15K | SH |
| HARBOUR INVESTMENTS, INC. | 3K | $1K–$15K | SH |
| Tower Research Capital LLC (TRC) | 185 | <$1K | SH |
| RAYMOND JAMES FINANCIAL INC | 100 | <$1K | SH |