Purchases and Sales Made in Q1 2025 in Harbor ETF Tr Divid Growth Lea (GDIV)
This table provides information about the institutional ownership of Harbor ETF Tr Divid Growth Lea (GDIV) during Q1 2025. The information is specifically focused on institutions that hold shares of HARBOR ETF TR DIVID GROWTH LEA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.45MNew |
$20.8M - $23.1M
|
1.45M
$21.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
366KNew |
$5.27M - $5.84M
|
366K
$5.53M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
313KNew |
$4.5M - $4.98M
|
313K
$4.72M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
160KNew |
$2.29M - $2.54M
|
160K
$2.41M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
160KNew |
$2.29M - $2.54M
|
160K
$2.41M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
83.1K+ 7.46% |
$1.19M - $1.32M
|
1.2M
$18.1M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
71.9K+ 7.38% |
$1.03M - $1.14M
|
1.05M
$15.8M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
22.8K+ 9.54% |
$327K - $363K
|
262K
$3.95M
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
19.1K+ 50.94% |
$274K - $303K
|
56.5K
$852K
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
14.7K+ 21.96% |
$211K - $234K
|
81.7K
$1.23M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.6K+ 2.56% |
$166K - $184K
|
464K
$7.01M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.86KNew |
$127K - $141K
|
8.86K
$134K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.27K+ 22.31% |
$105K - $116K
|
39.9K
$602K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
5.95K+ 4.98% |
$85.5K - $94.8K
|
126K
$1.89M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.98K+ 41.39% |
$28.5K - $31.6K
|
6.77K
$102K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
849+ 5.43% |
$12.2K - $13.5K
|
16.5K
$249K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-384- 99.74% |
$5.52K - $6.12K
|
1
$15.1
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-762- 0.38% |
$10.9K - $12.1K
|
198K
$2.99M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.58K- 4.65% |
$80.1K - $88.8K
|
114K
$1.73M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-14.2K- 1.34% |
$204K - $226K
|
1.05M
$15.8M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-39K- 45.7% |
$560K - $621K
|
46.3K
$698K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-156K- 10.98% |
$2.24M - $2.48M
|
1.26M
$19.1M
|