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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
1.23MNew |
$27.4M - $29.6M
|
1.23M
$29.5M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
285KNew |
$6.34M - $6.86M
|
285K
$6.85M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
230K+ 31.57% |
$5.12M - $5.54M
|
960K
$23M
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence LLC
|
BUY
|
- |
167KNew |
$3.7M - $4.01M
|
167K
$4M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
150KNew |
$3.32M - $3.6M
|
150K
$3.59M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
131KNew |
$2.9M - $3.14M
|
131K
$3.14M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
108K+ 4152.18% |
$2.4M - $2.59M
|
110K
$2.65M
|
|
|
May 08, 2025
Q1 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
102KNew |
$2.27M - $2.46M
|
102K
$2.45M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
76.2KNew |
$1.69M - $1.83M
|
76.2K
$1.83M
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
48.9K+ 267.86% |
$1.09M - $1.18M
|
67.1K
$1.61M
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
46.5K+ 9.27% |
$1.03M - $1.12M
|
548K
$13.1M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
40.2K+ 423.17% |
$894K - $967K
|
49.7K
$1.19M
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
35.8K+ 48.87% |
$795K - $860K
|
109K
$2.61M
|
|
|
Apr 25, 2025
Q1 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
28.9K+ 201.54% |
$643K - $695K
|
43.3K
$1.04M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
26KNew |
$579K - $626K
|
26K
$625K
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
21.3KNew |
$474K - $512K
|
21.3K
$511K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
19.2K+ 2316.75% |
$427K - $462K
|
20.1K
$481K
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
18.8KNew |
$419K - $453K
|
18.8K
$452K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18.2K+ 4.54% |
$404K - $437K
|
419K
$10M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
16.7KNew |
$372K - $402K
|
16.7K
$401K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
16.5K+ 8.65% |
$366K - $396K
|
207K
$4.96M
|
|
|
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
$5.23M
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
11.8K+ 22.02% |
$263K - $285K
|
65.6K
$1.58M
|
|
|
May 14, 2025
Q1 2025
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
9.75K+ 0.93% |
$217K - $234K
|
1.06M
$25.5M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.64KNew |
$125K - $136K
|
5.64K
$135K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
5.34K+ 7.75% |
$119K - $128K
|
74.3K
$1.78M
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
5.21K+ 40.18% |
$116K - $125K
|
18.2K
$436K
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
4.21K+ 11.05% |
$93.5K - $101K
|
42.3K
$1.02M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
4.05K+ 228.08% |
$90.1K - $97.5K
|
5.83K
$140K
|
|
|
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
$1.21M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.08KNew |
$68.4K - $74K
|
3.08K
$73.8K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
2.86KNew |
$63.6K - $68.8K
|
2.86K
$68.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
2.61K+ 9.29% |
$57.9K - $62.7K
|
30.6K
$735K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.48K+ 0.25% |
$55.1K - $59.6K
|
975K
$23.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
2.11K+ 6.89% |
$46.9K - $50.7K
|
32.8K
$786K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
1.97K+ 1.3% |
$43.7K - $47.3K
|
153K
$3.67M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
1.31K+ 295.28% |
$29.2K - $31.6K
|
1.76K
$42.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
1.19K+ 1.66% |
$26.5K - $28.6K
|
72.8K
$1.75M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.03K+ 299.13% |
$22.9K - $24.8K
|
1.38K
$33K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
721+ 1.95% |
$16K - $17.3K
|
37.6K
$903K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
679+ 3.23% |
$15.1K - $16.3K
|
21.7K
$520K
|
|
|
May 28, 2025
Q1 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
592+ 0.23% |
$13.2K - $14.2K
|
262K
$6.29M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
421New |
$9.36K - $10.1K
|
421
$10.1K
|
|
|
May 14, 2025
Q1 2025
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
251+ 0.17% |
$5.58K - $6.04K
|
151K
$3.61M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
250+ 9.17% |
$5.56K - $6.01K
|
2.98K
$71.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-274- 1.0% |
$6.09K - $6.59K
|
27.1K
$650K
|