Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.07KNew |
$45.8K - $52.5K
|
2.07K
$54.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.05K+ 0.63% |
$45.3K - $52K
|
330K
$8.64M
|
|
|
Aug 05, 2025
Q2 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.91K+ 4.41% |
$42.2K - $48.4K
|
45.2K
$1.18M
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
BUY
|
- |
1.67K+ 95.11% |
$37K - $42.5K
|
3.43K
$90K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
1.3KNew |
$28.8K - $33K
|
1.3K
$34.1K
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
847New |
$18.7K - $21.5K
|
847
$22.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
656+ 0.44% |
$14.5K - $16.7K
|
151K
$3.96M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
420New |
$9.29K - $10.7K
|
420
$11K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
341+ 2.21% |
$7.55K - $8.66K
|
15.8K
$413K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
235New |
$5.2K - $5.97K
|
235
$6.16K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
166New |
$3.67K - $4.21K
|
166
$4.35K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-37- 0.29% |
$819 - $939
|
12.9K
$339K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-456- 2.73% |
$10.1K - $11.6K
|
16.3K
$427K
|
|
|
Jul 30, 2025
Q2 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-816- 5.26% |
$18.1K - $20.7K
|
14.7K
$385K
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-1.15K- 40.15% |
$25.4K - $29.2K
|
1.71K
$44.9K
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-1.23K- 5.9% |
$27.3K - $31.3K
|
19.7K
$515K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.38K- 99.93% |
$30.5K - $34.9K
|
1
$26.2
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.61K- 2.17% |
$35.7K - $41K
|
72.6K
$1.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-2.9K- 16.26% |
$64.1K - $73.6K
|
14.9K
$391K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.11K- 14.14% |
$68.8K - $79K
|
18.9K
$495K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-5.74K- 98.39% |
$127K - $146K
|
94
$2.46K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-6.57K- 19.78% |
$145K - $167K
|
26.7K
$699K
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-8.94K- 14.92% |
$198K - $227K
|
51K
$1.34M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-13.8K- 6.69% |
$306K - $351K
|
193K
$5.06M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-13.9K- 17.03% |
$308K - $353K
|
67.8K
$1.78M
|
|
|
Jul 23, 2025
Q2 2025
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
SELL
|
- |
-17.7K- 1.54% |
$392K - $450K
|
1.13M
$29.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
SELL
|
- |
-20.2K- 77.22% |
$446K - $512K
|
5.94K
$156K
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-29.7K- 32.64% |
$656K - $753K
|
61.2K
$1.6M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-49.3K- 19.27% |
$1.09M - $1.25M
|
207K
$5.42M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-58.5K- 52.98% |
$1.29M - $1.49M
|
51.9K
$1.36M
|
|
|
Aug 11, 2025
Q2 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-71K- 5.77% |
$1.57M - $1.8M
|
1.16M
$30.4M
|
|
|
Jul 31, 2025
Q2 2025
|
3 Edge Asset Management, LP
|
SELL
|
- |
-669K- 48.2% |
$14.8M - $17M
|
719K
$18.8M
|