Purchases and Sales Made in Q1 2025 in Harbor ETF Tr All Weather Infl (HGER)
This table provides information about the institutional ownership of Harbor ETF Tr All Weather Infl (HGER) during Q1 2025. The information is specifically focused on institutions that hold shares of HARBOR ETF TR ALL WEATHER INFL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
46.5K+ 9.27% |
$1.03M - $1.12M
|
548K
$13.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
18.8KNew |
$419K - $453K
|
18.8K
$452K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
15.8KNew |
$351K - $380K
|
15.8K
$379K
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
13.8K+ 112.73% |
$307K - $333K
|
26.1K
$626K
|
|
|
Apr 16, 2025
Q1 2025
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
12.5K+ 6.06% |
$277K - $300K
|
218K
$5.22M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
4.04K+ 30.71% |
$89.7K - $97K
|
17.2K
$412K
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
3.45K+ 3.94% |
$76.6K - $82.9K
|
90.9K
$2.18M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3.32K+ 7.08% |
$73.8K - $79.9K
|
50.2K
$1.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
2.61K+ 9.29% |
$57.9K - $62.7K
|
30.6K
$735K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
2.11K+ 6.89% |
$46.9K - $50.7K
|
32.8K
$785K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-347- 2.19% |
$7.71K - $8.35K
|
15.5K
$372K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-429- 2.71% |
$9.54K - $10.3K
|
15.4K
$370K
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-3.46K- 6.38% |
$77K - $83.3K
|
50.8K
$1.22M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-115K- 25.91% |
$2.55M - $2.76M
|
328K
$7.86M
|