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 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-347- 2.19% |
$7.71K - $8.35K
|
15.5K
$372K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-377- 2.08% |
$8.38K - $9.07K
|
17.7K
$425K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-429- 2.71% |
$9.54K - $10.3K
|
15.4K
$370K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-649Closed |
$14.4K - $15.6K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-772- 2.75% |
$17.2K - $18.6K
|
27.3K
$655K
|
|
|
Apr 22, 2025
Q1 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-964- 8.39% |
$21.4K - $23.2K
|
10.5K
$253K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.6K- 13.09% |
$35.5K - $38.5K
|
10.6K
$255K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.97K- 2.35% |
$43.7K - $47.3K
|
81.7K
$1.96M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
SELL
|
- |
-2.28K- 18.47% |
$50.7K - $54.9K
|
10.1K
$242K
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-3.46K- 6.38% |
$77K - $83.3K
|
50.8K
$1.22M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-4.12K- 16.49% |
$91.7K - $99.2K
|
20.9K
$501K
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-4.5K- 20.16% |
$100K - $108K
|
17.8K
$428K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-8.63K- 12.58% |
$192K - $207K
|
59.9K
$1.44M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-8.71K- 4.91% |
$194K - $209K
|
169K
$4.05M
|
|
|
May 01, 2025
Q1 2025
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
SELL
|
- |
-10.9K- 0.94% |
$243K - $263K
|
1.15M
$27.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-16.2K- 16.16% |
$360K - $389K
|
84K
$2.02M
|
|
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-16.5K- 33.18% |
$367K - $397K
|
33.2K
$797K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-23.5K- 56.96% |
$523K - $566K
|
17.8K
$427K
|
|
|
May 15, 2025
Q1 2025
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-28.5K- 14.88% |
$632K - $684K
|
163K
$3.91M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-30.3K- 70.07% |
$674K - $729K
|
13K
$311K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-38.1K- 13.6% |
$846K - $915K
|
242K
$5.8M
|
|
|
May 01, 2025
Q1 2025
|
3 Edge Asset Management, LP
|
SELL
|
- |
-79.4K- 5.41% |
$1.77M - $1.91M
|
1.39M
$33.3M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-81.8K- 78.81% |
$1.82M - $1.97M
|
22K
$528K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-108K- 29.69% |
$2.4M - $2.6M
|
256K
$6.14M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-115K- 25.91% |
$2.55M - $2.76M
|
328K
$7.86M
|