Purchases and Sales Made in Q3 2024 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 Q3 2024. 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 |
---|---|---|---|---|---|---|---|
Oct 16, 2024
Q3 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
102K+ 11.09% |
$2.17M - $2.34M
|
1.02M
$23.3M
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
54.9KNew |
$1.17M - $1.26M
|
54.9K
$1.25M
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
46.7K+ 11.75% |
$994K - $1.07M
|
444K
$10.1M
|
|
Oct 10, 2024
Q3 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
18.1K+ 29.08% |
$385K - $415K
|
80.2K
$1.83M
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
9.15KNew |
$195K - $210K
|
9.15K
$209K
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
8.22KNew |
$175K - $189K
|
8.22K
$188K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.33K+ 2.14% |
$135K - $145K
|
303K
$6.92M
|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
BUY
|
- |
1.44K+ 52.68% |
$30.6K - $33K
|
4.17K
$95.2K
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
907New |
$19.3K - $20.8K
|
907
$20.7K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
540+ 495.41% |
$11.5K - $12.4K
|
649
$14.8K
|
|
Oct 16, 2024
Q3 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
306+ 0.12% |
$6.51K - $7.03K
|
256K
$5.85M
|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
104New |
$2.21K - $2.39K
|
104
$2.38K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
43New |
$915 - $988
|
43
$983
|
|
Oct 04, 2024
Q3 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-230- 1.37% |
$4.9K - $5.29K
|
16.5K
$377K
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-2.85K- 16.37% |
$60.8K - $65.6K
|
14.6K
$333K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-19.5K- 14.35% |
$416K - $449K
|
117K
$2.66M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-48.6K- 10.06% |
$1.04M - $1.12M
|
435K
$9.94M
|